Sigma Planning Corp Purchases 41,546 Shares of Innovator Defined Wealth Shield ETF (BATS:BALT)

Sigma Planning Corp grew its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 28.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 188,301 shares of the company’s stock after acquiring an additional 41,546 shares during the quarter. Sigma Planning Corp owned 0.87% of Innovator Defined Wealth Shield ETF worth $5,916,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also added to or reduced their stakes in BALT. Legacy Investment Solutions LLC bought a new stake in Innovator Defined Wealth Shield ETF in the 3rd quarter worth approximately $83,000. Palumbo Wealth Management LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF in the 4th quarter worth approximately $224,000. D.B. Root & Company LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF in the 4th quarter worth approximately $231,000. Gladstone Institutional Advisory LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter worth approximately $234,000. Finally, Vestia Personal Wealth Advisors purchased a new position in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter worth approximately $248,000.

Innovator Defined Wealth Shield ETF Trading Up 1.1 %

Shares of Innovator Defined Wealth Shield ETF stock opened at $31.80 on Friday. The business has a 50 day moving average of $31.60 and a 200 day moving average of $31.10. The stock has a market cap of $691.54 million, a PE ratio of 21.98 and a beta of 0.18.

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.