Sfmg LLC Reduces Stock Position in Innovator Defined Wealth Shield ETF (BATS:BALT)

Sfmg LLC cut its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 0.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 66,144 shares of the company’s stock after selling 568 shares during the period. Sfmg LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $1,890,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Fermata Advisors LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF in the fourth quarter worth $233,000. Janney Montgomery Scott LLC increased its position in shares of Innovator Defined Wealth Shield ETF by 24.4% during the 3rd quarter. Janney Montgomery Scott LLC now owns 50,750 shares of the company’s stock valued at $1,411,000 after purchasing an additional 9,950 shares during the last quarter. Personal CFO Solutions LLC lifted its stake in shares of Innovator Defined Wealth Shield ETF by 2.0% in the 3rd quarter. Personal CFO Solutions LLC now owns 290,223 shares of the company’s stock worth $8,068,000 after purchasing an additional 5,772 shares during the period. Commonwealth Equity Services LLC boosted its holdings in shares of Innovator Defined Wealth Shield ETF by 7.0% in the third quarter. Commonwealth Equity Services LLC now owns 266,244 shares of the company’s stock worth $7,402,000 after buying an additional 17,419 shares during the last quarter. Finally, CoreCap Advisors LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF in the fourth quarter worth approximately $835,000.

Innovator Defined Wealth Shield ETF Trading Down 0.0 %

BALT stock traded down $0.01 during midday trading on Wednesday, reaching $29.06. 114,802 shares of the company’s stock traded hands. The company has a market cap of $607.35 million, a PE ratio of 21.98 and a beta of 0.10. The stock’s 50-day moving average is $29.10 and its 200-day moving average is $28.59.

Innovator Defined Wealth Shield ETF Company 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.