U.S. Capital Wealth Advisors LLC Decreases Stake in Innovator Defined Wealth Shield ETF (BATS:BALT)

U.S. Capital Wealth Advisors LLC lowered its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 8.8% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 24,791 shares of the company’s stock after selling 2,384 shares during the quarter. U.S. Capital Wealth Advisors LLC owned about 0.11% of Innovator Defined Wealth Shield ETF worth $744,000 as of its most recent filing with the SEC.

Other institutional investors have also modified their holdings of the company. Concourse Financial Group Securities Inc. boosted its holdings in Innovator Defined Wealth Shield ETF by 325.5% in the 1st quarter. Concourse Financial Group Securities Inc. now owns 3,425 shares of the company’s stock worth $100,000 after acquiring an additional 2,620 shares during the period. Core Wealth Advisors Inc. purchased a new position in Innovator Defined Wealth Shield ETF in the 4th quarter worth approximately $149,000. Waller Financial Planning Group Inc. purchased a new position in Innovator Defined Wealth Shield ETF in the 2nd quarter worth approximately $240,000. Madison Wealth Partners Inc purchased a new position in Innovator Defined Wealth Shield ETF in the 4th quarter worth approximately $276,000. Finally, Envestnet Portfolio Solutions Inc. purchased a new position in Innovator Defined Wealth Shield ETF in the 1st quarter worth approximately $276,000.

Innovator Defined Wealth Shield ETF Stock Up 0.1 %

BATS BALT traded up $0.03 on Friday, reaching $30.04. The company had a trading volume of 108,403 shares. The firm has a market capitalization of $653.37 million, a price-to-earnings ratio of 21.98 and a beta of 0.18. The firm’s 50-day moving average is $30.01 and its 200-day moving average is $29.43.

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.