Continuum Advisory LLC Lowers Stake in Innovator Defined Wealth Shield ETF $BALT

Continuum Advisory LLC reduced its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 79.9% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 7,093 shares of the company’s stock after selling 28,283 shares during the period. Continuum Advisory LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $238,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Reliant Wealth Planning lifted its stake in shares of Innovator Defined Wealth Shield ETF by 2,527.0% in the 3rd quarter. Reliant Wealth Planning now owns 957,346 shares of the company’s stock worth $31,420,000 after acquiring an additional 920,903 shares during the period. Foundations Investment Advisors LLC lifted its stake in shares of Innovator Defined Wealth Shield ETF by 129.2% in the fourth quarter. Foundations Investment Advisors LLC now owns 1,226,639 shares of the company’s stock valued at $41,105,000 after purchasing an additional 691,493 shares during the period. Raymond James Financial Inc. lifted its stake in shares of Innovator Defined Wealth Shield ETF by 24.5% in the third quarter. Raymond James Financial Inc. now owns 2,104,517 shares of the company’s stock valued at $69,070,000 after purchasing an additional 413,938 shares during the period. NewEdge Advisors LLC lifted its stake in shares of Innovator Defined Wealth Shield ETF by 324.2% in the third quarter. NewEdge Advisors LLC now owns 412,363 shares of the company’s stock valued at $13,534,000 after purchasing an additional 315,155 shares during the period. Finally, Kingsview Wealth Management LLC lifted its stake in shares of Innovator Defined Wealth Shield ETF by 58.6% in the third quarter. Kingsview Wealth Management LLC now owns 845,829 shares of the company’s stock valued at $27,760,000 after purchasing an additional 312,476 shares during the period.

Innovator Defined Wealth Shield ETF Price Performance

Shares of BATS BALT opened at $34.17 on Monday. Innovator Defined Wealth Shield ETF has a 52 week low of $31.89 and a 52 week high of $34.22. The firm has a 50-day moving average price of $33.91 and a 200 day moving average price of $33.64. The stock has a market capitalization of $1.59 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14.

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.