Partners Wealth Management LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 13,672 shares of the company’s stock, valued at approximately $430,000.
Other large investors have also recently made changes to their positions in the company. Kingsview Wealth Management LLC lifted its holdings in Innovator Defined Wealth Shield ETF by 669.6% during the third quarter. Kingsview Wealth Management LLC now owns 1,653,091 shares of the company’s stock valued at $50,965,000 after purchasing an additional 1,438,282 shares in the last quarter. Wealthquest Corp increased its stake in Innovator Defined Wealth Shield ETF by 49.6% during the fourth quarter. Wealthquest Corp now owns 3,079,887 shares of the company’s stock worth $96,770,000 after acquiring an additional 1,021,486 shares during the last quarter. Compass Advisory Group LLC raised its holdings in Innovator Defined Wealth Shield ETF by 1,309.4% during the 4th quarter. Compass Advisory Group LLC now owns 654,883 shares of the company’s stock valued at $20,576,000 after buying an additional 608,418 shares during the period. Gradient Investments LLC purchased a new stake in Innovator Defined Wealth Shield ETF in the 4th quarter worth about $17,223,000. Finally, Central Valley Advisors LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF during the fourth quarter valued at approximately $9,156,000.
Innovator Defined Wealth Shield ETF Stock Up 1.1 %
BALT stock opened at $31.80 on Monday. The business has a 50 day moving average of $31.60 and a 200-day moving average of $31.12. The stock has a market cap of $691.54 million, a P/E 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.
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