Innovator Defined Wealth Shield ETF $BALT Shares Sold by Legacy Wealth Managment LLC ID

Legacy Wealth Managment LLC ID trimmed its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 97.5% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,485 shares of the company’s stock after selling 96,628 shares during the quarter. Legacy Wealth Managment LLC ID’s holdings in Innovator Defined Wealth Shield ETF were worth $80,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of BALT. Wedbush Securities Inc. acquired a new position in shares of Innovator Defined Wealth Shield ETF in the 2nd quarter valued at $367,000. Rovin Capital UT ADV lifted its position in Innovator Defined Wealth Shield ETF by 5.4% in the second quarter. Rovin Capital UT ADV now owns 86,736 shares of the company’s stock valued at $2,782,000 after acquiring an additional 4,447 shares during the last quarter. Vestmark Advisory Solutions Inc. lifted its position in Innovator Defined Wealth Shield ETF by 14.4% in the second quarter. Vestmark Advisory Solutions Inc. now owns 8,345 shares of the company’s stock valued at $268,000 after acquiring an additional 1,050 shares during the last quarter. Claro Advisors LLC increased its position in shares of Innovator Defined Wealth Shield ETF by 8.0% during the second quarter. Claro Advisors LLC now owns 29,795 shares of the company’s stock worth $956,000 after purchasing an additional 2,195 shares in the last quarter. Finally, Code Waechter LLC increased its position in shares of Innovator Defined Wealth Shield ETF by 10.2% during the second quarter. Code Waechter LLC now owns 93,416 shares of the company’s stock worth $2,997,000 after purchasing an additional 8,670 shares in the last quarter.

Innovator Defined Wealth Shield ETF Stock Up 6.6%

Shares of BATS BALT opened at $32.96 on Friday. The business has a 50-day moving average price of $32.82 and a 200 day moving average price of $32.32. The stock has a market cap of $1.53 billion, a PE ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 52-week low of $29.35 and a 52-week high of $32.34.

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.