Rovin Capital UT ADV reduced its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 2.2% in the 3rd quarter, Holdings Channel reports. The fund owned 70,514 shares of the company’s stock after selling 1,577 shares during the period. Innovator Defined Wealth Shield ETF makes up about 0.8% of Rovin Capital UT ADV’s portfolio, making the stock its 29th biggest position. Rovin Capital UT ADV’s holdings in Innovator Defined Wealth Shield ETF were worth $2,174,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds also recently bought and sold shares of BALT. Wealthquest Corp increased its stake in Innovator Defined Wealth Shield ETF by 345.6% in the 1st quarter. Wealthquest Corp now owns 1,405,898 shares of the company’s stock valued at $41,137,000 after buying an additional 1,090,404 shares during the period. Commonwealth Equity Services LLC increased its stake in shares of Innovator Defined Wealth Shield ETF by 75.9% in the third quarter. Commonwealth Equity Services LLC now owns 1,061,399 shares of the company’s stock worth $32,723,000 after acquiring an additional 457,963 shares during the last quarter. Cetera Investment Advisers raised its holdings in shares of Innovator Defined Wealth Shield ETF by 140.3% during the first quarter. Cetera Investment Advisers now owns 666,953 shares of the company’s stock worth $19,515,000 after acquiring an additional 389,377 shares in the last quarter. Woodard & Co. Asset Management Group Inc. ADV boosted its position in Innovator Defined Wealth Shield ETF by 3,346.3% during the third quarter. Woodard & Co. Asset Management Group Inc. ADV now owns 206,948 shares of the company’s stock valued at $6,380,000 after purchasing an additional 200,943 shares during the last quarter. Finally, Cetera Advisors LLC grew its stake in Innovator Defined Wealth Shield ETF by 458.5% in the first quarter. Cetera Advisors LLC now owns 217,075 shares of the company’s stock valued at $6,352,000 after purchasing an additional 178,205 shares in the last quarter.
Innovator Defined Wealth Shield ETF Trading Up 0.1 %
Shares of Innovator Defined Wealth Shield ETF stock opened at $31.21 on Friday. The firm has a market cap of $678.82 million, a price-to-earnings ratio of 21.98 and a beta of 0.18. The firm’s 50-day moving average price is $30.79 and its 200-day moving average price is $30.18.
About Innovator Defined Wealth Shield ETF
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.
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Want to see what other hedge funds are holding BALT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report).
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