Encompass More Asset Management Purchases 3,905 Shares of Innovator Defined Wealth Shield ETF (BATS:BALT)

Encompass More Asset Management raised its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 34.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 15,224 shares of the company’s stock after acquiring an additional 3,905 shares during the quarter. Encompass More Asset Management owned approximately 0.07% of Innovator Defined Wealth Shield ETF worth $478,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in BALT. Legacy Investment Solutions LLC bought a new stake in Innovator Defined Wealth Shield ETF during the 3rd quarter valued at approximately $83,000. Continuum Wealth Advisors LLC purchased a new stake in Innovator Defined Wealth Shield ETF during the 3rd quarter valued at approximately $200,000. Souders Financial Advisors purchased a new stake in Innovator Defined Wealth Shield ETF during the 2nd quarter valued at approximately $218,000. D.B. Root & Company LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF during the fourth quarter valued at approximately $231,000. Finally, Gladstone Institutional Advisory LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF in the third quarter worth $234,000.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BALT stock opened at $31.72 on Friday. The business has a 50 day moving average of $31.43 and a two-hundred day moving average of $30.87. The stock has a market cap of $689.91 million, a PE ratio of 21.98 and a beta of 0.18.

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.