4J Wealth Management LLC Has $236,000 Holdings in Innovator Defined Wealth Shield ETF $BALT

4J Wealth Management LLC cut its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 95.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,036 shares of the company’s stock after selling 138,607 shares during the period. 4J Wealth Management LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $236,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in BALT. GGM Financials LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter worth $33,000. Caitlin John LLC bought a new position in Innovator Defined Wealth Shield ETF during the third quarter valued at about $78,000. Geneos Wealth Management Inc. acquired a new stake in shares of Innovator Defined Wealth Shield ETF in the third quarter worth about $90,000. NWF Advisory Services Inc. acquired a new position in Innovator Defined Wealth Shield ETF during the third quarter valued at approximately $201,000. Finally, Accurate Wealth Management LLC acquired a new position in Innovator Defined Wealth Shield ETF during the fourth quarter valued at approximately $206,000.

Innovator Defined Wealth Shield ETF Stock Down 0.0%

BATS:BALT opened at $33.43 on Tuesday. The company’s 50 day moving average is $33.65 and its 200-day moving average is $33.29. Innovator Defined Wealth Shield ETF has a 12 month low of $30.07 and a 12 month high of $33.84. The firm has a market cap of $1.55 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14.

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.