RiverTree Advisors LLC Lowers Stock Holdings in Innovator Defined Wealth Shield ETF (BATS:BALT)

RiverTree Advisors LLC lessened its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 46.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 32,405 shares of the company’s stock after selling 27,944 shares during the quarter. RiverTree Advisors LLC owned approximately 0.15% of Innovator Defined Wealth Shield ETF worth $1,018,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the company. WorthPointe LLC boosted its stake in shares of Innovator Defined Wealth Shield ETF by 4.9% in the third quarter. WorthPointe LLC now owns 13,736 shares of the company’s stock valued at $423,000 after purchasing an additional 640 shares during the period. Allworth Financial LP boosted its position in Innovator Defined Wealth Shield ETF by 5.6% in the 3rd quarter. Allworth Financial LP now owns 12,142 shares of the company’s stock valued at $374,000 after buying an additional 642 shares during the period. O Connor Financial Group LLC increased its position in shares of Innovator Defined Wealth Shield ETF by 5.4% during the third quarter. O Connor Financial Group LLC now owns 18,074 shares of the company’s stock worth $557,000 after acquiring an additional 922 shares during the period. OneDigital Investment Advisors LLC raised its stake in shares of Innovator Defined Wealth Shield ETF by 4.2% in the third quarter. OneDigital Investment Advisors LLC now owns 25,000 shares of the company’s stock valued at $771,000 after acquiring an additional 1,000 shares in the last quarter. Finally, Rovin Capital UT ADV boosted its holdings in Innovator Defined Wealth Shield ETF by 1.5% in the fourth quarter. Rovin Capital UT ADV now owns 71,565 shares of the company’s stock valued at $2,248,000 after purchasing an additional 1,051 shares during the period.

Innovator Defined Wealth Shield ETF Stock Up 0.6 %

Shares of BALT opened at $31.63 on Monday. The firm has a 50-day moving average of $31.40 and a 200-day moving average of $30.84. The stock has a market cap of $687.84 million, a PE ratio of 21.98 and a beta of 0.18.

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.