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

Fermata Advisors LLC decreased its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 15.1% during the 4th quarter, HoldingsChannel reports. The fund owned 10,638 shares of the company’s stock after selling 1,888 shares during the quarter. Fermata Advisors LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $334,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Kingsview Wealth Management LLC grew its holdings in Innovator Defined Wealth Shield ETF by 669.6% during the 3rd quarter. Kingsview Wealth Management LLC now owns 1,653,091 shares of the company’s stock worth $50,965,000 after acquiring an additional 1,438,282 shares in the last quarter. Wealthquest Corp lifted its position in shares of Innovator Defined Wealth Shield ETF by 50.4% during the third quarter. Wealthquest Corp now owns 2,058,401 shares of the company’s stock worth $63,340,000 after purchasing an additional 689,520 shares during the last quarter. Commonwealth Equity Services LLC lifted its position in shares of Innovator Defined Wealth Shield ETF by 75.9% during the third quarter. Commonwealth Equity Services LLC now owns 1,061,399 shares of the company’s stock worth $32,723,000 after purchasing an additional 457,963 shares during the last quarter. Woodard & Co. Asset Management Group Inc. ADV grew its stake in Innovator Defined Wealth Shield ETF by 3,346.3% in the third quarter. Woodard & Co. Asset Management Group Inc. ADV now owns 206,948 shares of the company’s stock worth $6,380,000 after purchasing an additional 200,943 shares in the last quarter. Finally, CWM LLC increased its holdings in Innovator Defined Wealth Shield ETF by 26,096.1% in the third quarter. CWM LLC now owns 135,172 shares of the company’s stock valued at $4,167,000 after buying an additional 134,656 shares during the last quarter.

Innovator Defined Wealth Shield ETF Trading Up 0.6 %

BATS:BALT opened at $31.63 on Friday. The company has a market cap of $687.84 million, a P/E ratio of 21.98 and a beta of 0.18. The business’s 50 day moving average price is $31.40 and its 200 day moving average price is $30.83.

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.