Focus Financial Network Inc. boosted its stake in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 3.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 25,015 shares of the company’s stock after acquiring an additional 890 shares during the period. Focus Financial Network Inc.’s holdings in Innovator Defined Wealth Shield ETF were worth $786,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also added to or reduced their stakes in BALT. Legacy Investment Solutions LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter valued at $83,000. Continuum Wealth Advisors LLC bought a new stake in Innovator Defined Wealth Shield ETF during the third quarter valued at $200,000. D.B. Root & Company LLC acquired a new stake in Innovator Defined Wealth Shield ETF during the 4th quarter worth about $231,000. Gladstone Institutional Advisory LLC acquired a new stake in Innovator Defined Wealth Shield ETF during the 3rd quarter worth about $234,000. Finally, Concourse Financial Group Securities Inc. raised its position in shares of Innovator Defined Wealth Shield ETF by 43.6% in the 3rd quarter. Concourse Financial Group Securities Inc. now owns 7,962 shares of the company’s stock worth $245,000 after acquiring an additional 2,416 shares in the last quarter.
Innovator Defined Wealth Shield ETF Trading Up 1.0 %
Shares of Innovator Defined Wealth Shield ETF stock opened at $31.77 on Thursday. The company has a market cap of $690.89 million, a price-to-earnings ratio of 21.98 and a beta of 0.18. The company’s 50 day simple moving average is $31.55 and its 200-day simple moving average is $31.02.
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.
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