Innovator Defined Wealth Shield ETF (BATS:BALT) Shares Bought by Wealthquest Corp

Wealthquest Corp increased its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 49.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,079,887 shares of the company’s stock after purchasing an additional 1,021,486 shares during the quarter. Innovator Defined Wealth Shield ETF accounts for 7.9% of Wealthquest Corp’s portfolio, making the stock its 4th largest position. Wealthquest Corp owned 14.16% of Innovator Defined Wealth Shield ETF worth $96,770,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in BALT. Ameritas Advisory Services LLC acquired a new stake in Innovator Defined Wealth Shield ETF during the 4th quarter valued at approximately $658,000. Dominguez Wealth Management Solutions Inc. boosted its stake in shares of Innovator Defined Wealth Shield ETF by 0.5% during the 4th quarter. Dominguez Wealth Management Solutions Inc. now owns 203,314 shares of the company’s stock valued at $6,388,000 after buying an additional 1,088 shares during the last quarter. Wealthcare Advisory Partners LLC grew its position in shares of Innovator Defined Wealth Shield ETF by 6.5% during the fourth quarter. Wealthcare Advisory Partners LLC now owns 432,418 shares of the company’s stock worth $13,587,000 after buying an additional 26,339 shares in the last quarter. Central Valley Advisors LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF in the fourth quarter worth $9,156,000. Finally, Rovin Capital UT ADV raised 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 acquiring an additional 1,051 shares in the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BALT stock opened at $31.63 on Tuesday. The firm has a market cap of $687.84 million, a price-to-earnings ratio of 21.98 and a beta of 0.18. The business’s fifty day moving average is $31.40 and its two-hundred day moving average is $30.85.

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.