Centaurus Financial Inc. Has $16.17 Million Stock Position in Innovator Defined Wealth Shield ETF $BALT

Centaurus Financial Inc. reduced its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 5.0% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 483,247 shares of the company’s stock after selling 25,483 shares during the period. Innovator Defined Wealth Shield ETF comprises about 0.8% of Centaurus Financial Inc.’s holdings, making the stock its 26th largest position. Centaurus Financial Inc. owned approximately 1.04% of Innovator Defined Wealth Shield ETF worth $16,172,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of the company. Arete Wealth Advisors LLC lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 1.6% during the 4th quarter. Arete Wealth Advisors LLC now owns 21,083 shares of the company’s stock valued at $706,000 after buying an additional 333 shares during the last quarter. Fiscal Wisdom Wealth Management LLC increased its holdings in Innovator Defined Wealth Shield ETF by 0.7% in the fourth quarter. Fiscal Wisdom Wealth Management LLC now owns 58,453 shares of the company’s stock worth $1,959,000 after buying an additional 380 shares during the last quarter. Cambridge Advisors Inc. raised its position in Innovator Defined Wealth Shield ETF by 4.7% during the first quarter. Cambridge Advisors Inc. now owns 10,004 shares of the company’s stock valued at $335,000 after acquiring an additional 450 shares in the last quarter. Balance Wealth LLC lifted its stake in Innovator Defined Wealth Shield ETF by 2.0% in the fourth quarter. Balance Wealth LLC now owns 23,001 shares of the company’s stock valued at $771,000 after acquiring an additional 457 shares during the last quarter. Finally, Tradition Wealth Management LLC lifted its stake in Innovator Defined Wealth Shield ETF by 7.0% in the fourth quarter. Tradition Wealth Management LLC now owns 9,074 shares of the company’s stock valued at $304,000 after acquiring an additional 592 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Down 0.3%

BALT stock opened at $34.25 on Thursday. The company has a market capitalization of $1.59 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 12 month low of $32.21 and a 12 month high of $34.46. The firm has a 50 day moving average of $34.26 and a two-hundred day moving average of $33.91.

Innovator Defined Wealth Shield ETF 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.