Capstone Triton Financial Group LLC Decreases Stock Holdings in Innovator Defined Wealth Shield ETF (BATS:BALT)

Capstone Triton Financial Group LLC reduced its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 16.6% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 83,432 shares of the company’s stock after selling 16,557 shares during the period. Innovator Defined Wealth Shield ETF makes up 1.8% of Capstone Triton Financial Group LLC’s portfolio, making the stock its 17th largest holding. Capstone Triton Financial Group LLC owned approximately 0.38% of Innovator Defined Wealth Shield ETF worth $2,505,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the business. Ashton Thomas Private Wealth LLC purchased a new stake in Innovator Defined Wealth Shield ETF during the 2nd quarter valued at $32,000. Triad Wealth Partners LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF in the second quarter valued at $65,000. Concourse Financial Group Securities Inc. lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 325.5% in the 1st quarter. Concourse Financial Group Securities Inc. now owns 3,425 shares of the company’s stock worth $100,000 after acquiring an additional 2,620 shares during the last quarter. Core Wealth Advisors Inc. bought a new stake in shares of Innovator Defined Wealth Shield ETF in the 4th quarter worth about $149,000. Finally, Waller Financial Planning Group Inc. purchased a new position in shares of Innovator Defined Wealth Shield ETF during the 2nd quarter worth about $240,000.

Innovator Defined Wealth Shield ETF Price Performance

Innovator Defined Wealth Shield ETF stock opened at $30.73 on Friday. The stock has a fifty day moving average price of $30.30 and a 200-day moving average price of $29.74. The stock has a market cap of $668.38 million, a price-to-earnings ratio of 21.98 and a beta of 0.18.

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.