Brookstone Capital Management Sells 26,314 Shares of Innovator Defined Wealth Shield ETF (BATS:BALT)

Brookstone Capital Management reduced its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 4.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 597,247 shares of the company’s stock after selling 26,314 shares during the period. Brookstone Capital Management owned 2.75% of Innovator Defined Wealth Shield ETF worth $18,765,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Kingsview Wealth Management LLC raised its stake in Innovator Defined Wealth Shield ETF by 669.6% during the 3rd quarter. Kingsview Wealth Management LLC now owns 1,653,091 shares of the company’s stock valued at $50,965,000 after purchasing an additional 1,438,282 shares during the last quarter. Wealthquest Corp raised its stake in Innovator Defined Wealth Shield ETF by 50.4% during the 3rd quarter. Wealthquest Corp now owns 2,058,401 shares of the company’s stock valued at $63,340,000 after purchasing an additional 689,520 shares during the last quarter. Commonwealth Equity Services LLC raised its stake in Innovator Defined Wealth Shield ETF by 75.9% during the 3rd quarter. Commonwealth Equity Services LLC now owns 1,061,399 shares of the company’s stock valued at $32,723,000 after purchasing an additional 457,963 shares during the last quarter. Woodard & Co. Asset Management Group Inc. ADV raised its stake in Innovator Defined Wealth Shield ETF by 3,346.3% during the 3rd quarter. Woodard & Co. Asset Management Group Inc. ADV now owns 206,948 shares of the company’s stock valued at $6,380,000 after purchasing an additional 200,943 shares during the last quarter. Finally, CWM LLC raised its stake in Innovator Defined Wealth Shield ETF by 26,096.1% during the 3rd quarter. CWM LLC now owns 135,172 shares of the company’s stock valued at $4,167,000 after purchasing an additional 134,656 shares during the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

BATS:BALT traded down $0.07 during trading hours on Monday, hitting $31.42. 255,253 shares of the company traded hands. The company has a market capitalization of $683.28 million, a PE ratio of 21.98 and a beta of 0.18. The stock’s fifty day moving average price is $31.35 and its 200-day moving average price is $30.79.

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.