Rovin Capital UT ADV Lowers Stock Holdings in Innovator Defined Wealth Shield ETF (BATS:BALT)

Rovin Capital UT ADV cut its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 3.8% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 72,091 shares of the company’s stock after selling 2,857 shares during the quarter. Rovin Capital UT ADV owned 0.33% of Innovator Defined Wealth Shield ETF worth $2,165,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Triad Wealth Partners LLC purchased a new stake in Innovator Defined Wealth Shield ETF in the 2nd quarter worth $65,000. Concourse Financial Group Securities Inc. increased its stake in shares of Innovator Defined Wealth Shield ETF by 325.5% during the first quarter. Concourse Financial Group Securities Inc. now owns 3,425 shares of the company’s stock worth $100,000 after purchasing an additional 2,620 shares in the last quarter. Core Wealth Advisors Inc. acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 4th quarter worth about $149,000. Waller Financial Planning Group Inc. purchased a new position in Innovator Defined Wealth Shield ETF in the 2nd quarter valued at about $240,000. Finally, Madison Wealth Partners Inc acquired a new stake in Innovator Defined Wealth Shield ETF in the 4th quarter worth about $276,000.

Innovator Defined Wealth Shield ETF Trading Down 0.0 %

BATS:BALT traded down $0.01 during trading hours on Friday, hitting $30.31. 231,230 shares of the stock were exchanged. The business’s 50-day simple moving average is $30.08 and its two-hundred day simple moving average is $29.49. The firm has a market cap of $659.24 million, a P/E 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.