Woodard & Co. Asset Management Group Inc. ADV Sells 191,693 Shares of Innovator Defined Wealth Shield ETF (BATS:BALT)

Woodard & Co. Asset Management Group Inc. ADV decreased its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 92.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,255 shares of the company’s stock after selling 191,693 shares during the quarter. Woodard & Co. Asset Management Group Inc. ADV’s holdings in Innovator Defined Wealth Shield ETF were worth $479,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of BALT. Kingsview Wealth Management LLC grew its holdings in shares of Innovator Defined Wealth Shield ETF by 669.6% during the third quarter. Kingsview Wealth Management LLC now owns 1,653,091 shares of the company’s stock worth $50,965,000 after purchasing an additional 1,438,282 shares in the last quarter. Wealthquest Corp grew its holdings in shares of Innovator Defined Wealth Shield ETF by 49.6% during the fourth quarter. Wealthquest Corp now owns 3,079,887 shares of the company’s stock worth $96,770,000 after purchasing an additional 1,021,486 shares in the last quarter. Compass Advisory Group LLC grew its holdings in shares of Innovator Defined Wealth Shield ETF by 1,309.4% during the fourth quarter. Compass Advisory Group LLC now owns 654,883 shares of the company’s stock worth $20,576,000 after purchasing an additional 608,418 shares in the last quarter. Gradient Investments LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF during the fourth quarter worth about $17,223,000. Finally, Commonwealth Equity Services LLC grew its holdings in shares of Innovator Defined Wealth Shield ETF by 75.9% during the third quarter. Commonwealth Equity Services LLC now owns 1,061,399 shares of the company’s stock worth $32,723,000 after purchasing an additional 457,963 shares in the last quarter.

Innovator Defined Wealth Shield ETF Stock Up 1.3 %

Shares of BATS BALT opened at $31.85 on Monday. The stock has a market capitalization of $692.63 million, a price-to-earnings ratio of 21.98 and a beta of 0.18. The stock’s 50 day simple moving average is $31.57 and its 200-day simple moving average is $31.05.

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.