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

RiverTree Advisors LLC reduced its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 3.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 60,349 shares of the company’s stock after selling 2,346 shares during the quarter. Innovator Defined Wealth Shield ETF accounts for approximately 1.3% of RiverTree Advisors LLC’s investment portfolio, making the stock its 23rd biggest holding. RiverTree Advisors LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $1,861,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of BALT. Arkadios Wealth Advisors lifted its stake in Innovator Defined Wealth Shield ETF by 1.2% in the 2nd quarter. Arkadios Wealth Advisors now owns 36,755 shares of the company’s stock valued at $1,104,000 after buying an additional 428 shares in the last quarter. O Connor Financial Group LLC lifted its stake in Innovator Defined Wealth Shield ETF by 5.4% in the 3rd quarter. O Connor Financial Group LLC now owns 18,074 shares of the company’s stock valued at $557,000 after buying an additional 922 shares in the last quarter. Ashton Thomas Private Wealth LLC purchased a new position in Innovator Defined Wealth Shield ETF in the 2nd quarter valued at about $32,000. BCS Wealth Management lifted its stake in Innovator Defined Wealth Shield ETF by 4.0% in the 3rd quarter. BCS Wealth Management now owns 42,130 shares of the company’s stock valued at $1,299,000 after buying an additional 1,623 shares in the last quarter. Finally, Concourse Financial Group Securities Inc. lifted its stake in Innovator Defined Wealth Shield ETF by 61.9% in the 2nd quarter. Concourse Financial Group Securities Inc. now owns 5,546 shares of the company’s stock valued at $167,000 after buying an additional 2,121 shares in the last quarter.

Innovator Defined Wealth Shield ETF Stock Down 0.2 %

Innovator Defined Wealth Shield ETF stock traded down $0.06 during midday trading on Thursday, reaching $30.95. The company had a trading volume of 131,740 shares. The company has a market capitalization of $673.05 million, a P/E ratio of 21.98 and a beta of 0.18. The business has a 50-day moving average of $30.65 and a two-hundred day moving average of $30.03.

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.