Sigma Planning Corp Has $7.79 Million Holdings in Innovator Defined Wealth Shield ETF $BALT

Sigma Planning Corp cut its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 12.3% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 232,629 shares of the company’s stock after selling 32,770 shares during the period. Sigma Planning Corp owned about 0.50% of Innovator Defined Wealth Shield ETF worth $7,785,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of BALT. Galvin Gaustad & Stein LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF during the fourth quarter worth $659,000. BCS Wealth Management raised its holdings in shares of Innovator Defined Wealth Shield ETF by 78.6% in the fourth quarter. BCS Wealth Management now owns 63,887 shares of the company’s stock valued at $2,141,000 after buying an additional 28,107 shares during the last quarter. Farther Finance Advisors LLC lifted its position in Innovator Defined Wealth Shield ETF by 16.9% during the 4th quarter. Farther Finance Advisors LLC now owns 211,740 shares of the company’s stock worth $7,095,000 after buying an additional 30,644 shares in the last quarter. AE Wealth Management LLC lifted its position in Innovator Defined Wealth Shield ETF by 27.3% during the 4th quarter. AE Wealth Management LLC now owns 688,541 shares of the company’s stock worth $23,073,000 after buying an additional 147,747 shares in the last quarter. Finally, Centaurus Financial Inc. lifted its position in Innovator Defined Wealth Shield ETF by 7.5% during the 3rd quarter. Centaurus Financial Inc. now owns 495,245 shares of the company’s stock worth $16,254,000 after buying an additional 34,698 shares in the last quarter.

Innovator Defined Wealth Shield ETF Stock Up 0.1%

Shares of BATS:BALT opened at $34.41 on Wednesday. The firm has a market cap of $1.60 billion, a P/E ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 12 month low of $32.13 and a 12 month high of $34.46. The company’s 50-day moving average price is $34.19 and its two-hundred day moving average price is $33.85.

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.