Stegent Equity Advisors Inc. Has $605,000 Stake in Innovator Defined Wealth Shield ETF $BALT

Stegent Equity Advisors Inc. lowered its stake in Innovator Defined Wealth Shield ETF (BATS:BALT) by 52.2% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 18,075 shares of the company’s stock after selling 19,702 shares during the quarter. Stegent Equity Advisors Inc.’s holdings in Innovator Defined Wealth Shield ETF were worth $605,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in BALT. Integrity Advisory Solutions LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter worth approximately $3,404,000. Galvin Gaustad & Stein LLC bought a new position in Innovator Defined Wealth Shield ETF during the fourth quarter valued at $659,000. AE Wealth Management LLC increased its position in Innovator Defined Wealth Shield ETF by 27.3% in the fourth quarter. AE Wealth Management LLC now owns 688,541 shares of the company’s stock worth $23,073,000 after buying an additional 147,747 shares during the last quarter. Centaurus Financial Inc. increased its position in Innovator Defined Wealth Shield ETF by 7.5% in the third quarter. Centaurus Financial Inc. now owns 495,245 shares of the company’s stock worth $16,254,000 after buying an additional 34,698 shares during the last quarter. Finally, Clear Creek Financial Management LLC raised its stake in shares of Innovator Defined Wealth Shield ETF by 8.0% in the fourth quarter. Clear Creek Financial Management LLC now owns 605,866 shares of the company’s stock valued at $20,303,000 after buying an additional 44,623 shares during the period.

Innovator Defined Wealth Shield ETF Price Performance

Shares of BATS BALT opened at $34.28 on Thursday. The stock has a market capitalization of $1.59 billion, a PE ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a one year low of $32.08 and a one year high of $34.36. The business’s fifty day moving average price is $34.11 and its 200-day moving average price is $33.78.

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.