Innovator Defined Wealth Shield ETF (BATS:BALT) Shares Sold by Arkadios Wealth Advisors

Arkadios Wealth Advisors trimmed its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 13.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 43,634 shares of the company’s stock after selling 6,802 shares during the quarter. Arkadios Wealth Advisors owned 0.20% of Innovator Defined Wealth Shield ETF worth $1,371,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of BALT. Legacy Investment Solutions LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF during the third quarter valued at about $83,000. Continuum Wealth Advisors LLC acquired a new stake in Innovator Defined Wealth Shield ETF in the 3rd quarter valued at approximately $200,000. Souders Financial Advisors purchased a new stake in Innovator Defined Wealth Shield ETF in the second quarter valued at approximately $218,000. Gladstone Institutional Advisory LLC acquired a new position in Innovator Defined Wealth Shield ETF during the third quarter worth $234,000. Finally, Concourse Financial Group Securities Inc. boosted its position in shares of Innovator Defined Wealth Shield ETF by 43.6% during the third quarter. Concourse Financial Group Securities Inc. now owns 7,962 shares of the company’s stock worth $245,000 after buying an additional 2,416 shares during the period.

Innovator Defined Wealth Shield ETF Price Performance

Shares of BATS BALT opened at $31.63 on Monday. The firm has a market capitalization of $687.84 million, a PE ratio of 21.98 and a beta of 0.18. The company has a fifty day moving average price of $31.40 and a two-hundred day moving average price of $30.84.

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.