Innovator Defined Wealth Shield ETF $BALT Shares Sold by Silver Oak Securities Incorporated

Silver Oak Securities Incorporated decreased its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 27.4% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 38,893 shares of the company’s stock after selling 14,673 shares during the period. Silver Oak Securities Incorporated’s holdings in Innovator Defined Wealth Shield ETF were worth $1,302,000 as of its most recent filing with the SEC.

A number of other hedge funds have also bought and sold shares of BALT. Wealth Management Partners LLC grew its stake in Innovator Defined Wealth Shield ETF by 12.8% in the first quarter. Wealth Management Partners LLC now owns 13,025 shares of the company’s stock worth $436,000 after purchasing an additional 1,481 shares in the last quarter. Signal Advisors Wealth LLC raised its stake in Innovator Defined Wealth Shield ETF by 32.4% during the first quarter. Signal Advisors Wealth LLC now owns 9,245 shares of the company’s stock valued at $309,000 after buying an additional 2,265 shares in the last quarter. Worth Asset Management LLC lifted its holdings in Innovator Defined Wealth Shield ETF by 77.9% during the 1st quarter. Worth Asset Management LLC now owns 15,970 shares of the company’s stock worth $534,000 after buying an additional 6,995 shares during the last quarter. Sovereign Financial Group Inc. lifted its holdings in Innovator Defined Wealth Shield ETF by 17.2% during the 1st quarter. Sovereign Financial Group Inc. now owns 14,219 shares of the company’s stock worth $476,000 after buying an additional 2,087 shares during the last quarter. Finally, Summit Wealth Partners LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF in the 1st quarter worth approximately $510,000.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BATS BALT opened at $34.24 on Friday. Innovator Defined Wealth Shield ETF has a twelve month low of $32.04 and a twelve month high of $34.26. The company has a market capitalization of $1.59 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. The business has a 50 day simple moving average of $34.08 and a 200-day simple moving average of $33.75.

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.