AE Wealth Management LLC lessened its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Get Rating) by 16.7% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 155,800 shares of the company's stock after selling 31,229 shares during the quarter. AE Wealth Management LLC's holdings in Innovator Defined Wealth Shield ETF were worth $4,142,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also recently modified their holdings of the stock. Brookstone Capital Management grew its stake in shares of Innovator Defined Wealth Shield ETF by 14.2% during the fourth quarter. Brookstone Capital Management now owns 436,554 shares of the company's stock worth $11,630,000 after buying an additional 54,138 shares during the last quarter. Miracle Mile Advisors LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF during the fourth quarter worth $10,815,000. Compass Advisory Group LLC grew its stake in shares of Innovator Defined Wealth Shield ETF by 833.3% in the fourth quarter. Compass Advisory Group LLC now owns 398,564 shares of the company's stock worth $10,666,000 after purchasing an additional 355,857 shares during the last quarter. Sigma Planning Corp grew its stake in shares of Innovator Defined Wealth Shield ETF by 0.3% in the fourth quarter. Sigma Planning Corp now owns 187,069 shares of the company's stock worth $4,974,000 after purchasing an additional 615 shares during the last quarter. Finally, Sunbelt Securities Inc. grew its stake in shares of Innovator Defined Wealth Shield ETF by 4.5% in the third quarter. Sunbelt Securities Inc. now owns 163,044 shares of the company's stock worth $4,205,000 after purchasing an additional 7,095 shares during the last quarter.
Get Innovator Defined Wealth Shield ETF alerts:Innovator Defined Wealth Shield ETF Trading Up 0.2 %
Shares of Innovator Defined Wealth Shield ETF stock opened at $27.32 on Tuesday. The business has a fifty day simple moving average of $27.03 and a two-hundred day simple moving average of $26.62.
About Innovator Defined Wealth Shield ETF
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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.
Further Reading
- Get a free copy of the StockNews.com research report on Innovator Defined Wealth Shield ETF (BALT)
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