Innovator Defined Wealth Shield ETF $BALT Holdings Increased by Wealthquest Corp

Wealthquest Corp grew its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 36.9% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,233,718 shares of the company’s stock after purchasing an additional 871,138 shares during the period. Innovator Defined Wealth Shield ETF makes up about 7.7% of Wealthquest Corp’s investment portfolio, making the stock its 4th largest position. Wealthquest Corp owned approximately 0.07% of Innovator Defined Wealth Shield ETF worth $108,216,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Galvin Gaustad & Stein LLC acquired a new position in Innovator Defined Wealth Shield ETF in the 4th quarter worth $659,000. AE Wealth Management LLC boosted its position in Innovator Defined Wealth Shield ETF by 27.3% in the 4th quarter. AE Wealth Management LLC now owns 688,541 shares of the company’s stock valued at $23,073,000 after buying an additional 147,747 shares during the last quarter. Farther Finance Advisors LLC grew its stake in shares of Innovator Defined Wealth Shield ETF by 16.9% during the fourth quarter. Farther Finance Advisors LLC now owns 211,740 shares of the company’s stock valued at $7,095,000 after acquiring an additional 30,644 shares in the last quarter. Clear Creek Financial Management LLC grew its stake in shares of Innovator Defined Wealth Shield ETF by 8.0% during the fourth quarter. Clear Creek Financial Management LLC now owns 605,866 shares of the company’s stock valued at $20,303,000 after acquiring an additional 44,623 shares in the last quarter. Finally, BCS Wealth Management increased its position in shares of Innovator Defined Wealth Shield ETF by 78.6% during the fourth quarter. BCS Wealth Management now owns 63,887 shares of the company’s stock worth $2,141,000 after acquiring an additional 28,107 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

BATS:BALT opened at $34.44 on Friday. Innovator Defined Wealth Shield ETF has a one year low of $32.21 and a one year high of $34.46. The business’s 50-day simple moving average is $34.27 and its 200 day simple moving average is $33.92. The stock has a market cap of $1.60 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14.

Innovator Defined Wealth Shield ETF Profile

The Innovator Defined Wealth Shield ETF (BALT) is an exchange-traded fund that is based on the SPDR S&P 500 ETF Trust index. The fund aims for specific buffered losses and capped gains on the SPDR S&P 500 ETF over a three-month outcome period. The actively managed fund holds flex options. BALT was launched on Jul 1, 2021 and is managed by Innovator.