Brookstone Capital Management Cuts Holdings in Innovator Defined Wealth Shield ETF (BATS:BALT)

Brookstone Capital Management reduced its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 2.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 623,561 shares of the company’s stock after selling 13,455 shares during the quarter. Brookstone Capital Management owned about 2.87% of Innovator Defined Wealth Shield ETF worth $19,224,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of BALT. MGO One Seven LLC boosted its holdings in Innovator Defined Wealth Shield ETF by 1.9% during the fourth quarter. MGO One Seven LLC now owns 124,100 shares of the company’s stock worth $3,546,000 after buying an additional 2,360 shares in the last quarter. Wealthquest Corp boosted its holdings in Innovator Defined Wealth Shield ETF by 276.2% during the fourth quarter. Wealthquest Corp now owns 315,494 shares of the company’s stock worth $9,014,000 after buying an additional 231,624 shares in the last quarter. Madison Wealth Partners Inc purchased a new stake in Innovator Defined Wealth Shield ETF during the fourth quarter worth about $276,000. Centaurus Financial Inc. boosted its holdings in Innovator Defined Wealth Shield ETF by 7.8% during the fourth quarter. Centaurus Financial Inc. now owns 374,213 shares of the company’s stock worth $10,691,000 after buying an additional 27,028 shares in the last quarter. Finally, Financial Designs Corp boosted its holdings in Innovator Defined Wealth Shield ETF by 2.1% during the first quarter. Financial Designs Corp now owns 192,976 shares of the company’s stock worth $5,646,000 after buying an additional 3,962 shares in the last quarter.

Innovator Defined Wealth Shield ETF Trading Up 0.2 %

BALT stock opened at $30.82 on Wednesday. The stock has a market capitalization of $670.34 million, a P/E ratio of 21.98 and a beta of 0.18. The business’s 50 day moving average is $30.45 and its 200-day moving average is $29.90.

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.