Innovator Defined Wealth Shield ETF (BATS:BALT) Shares Acquired by Raymond James & Associates

Raymond James & Associates grew its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 23.5% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 125,426 shares of the company’s stock after purchasing an additional 23,898 shares during the quarter. Raymond James & Associates owned approximately 0.58% of Innovator Defined Wealth Shield ETF worth $3,767,000 as of its most recent filing with the SEC.

Other hedge funds also recently made changes to their positions in the company. U.S. Capital Wealth Advisors LLC grew its holdings in shares of Innovator Defined Wealth Shield ETF by 11.6% during the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 29,445 shares of the company’s stock worth $841,000 after purchasing an additional 3,072 shares during the last quarter. Comprehensive Financial Consultants Institutional Inc. grew its holdings in shares of Innovator Defined Wealth Shield ETF by 45.7% during the first quarter. Comprehensive Financial Consultants Institutional Inc. now owns 22,071 shares of the company’s stock worth $646,000 after purchasing an additional 6,924 shares during the last quarter. Cambridge Investment Research Advisors Inc. grew its holdings in shares of Innovator Defined Wealth Shield ETF by 85.8% during the fourth quarter. Cambridge Investment Research Advisors Inc. now owns 138,830 shares of the company’s stock worth $3,966,000 after purchasing an additional 64,099 shares during the last quarter. Lincoln National Corp grew its holdings in shares of Innovator Defined Wealth Shield ETF by 40.7% during the fourth quarter. Lincoln National Corp now owns 246,895 shares of the company’s stock worth $7,054,000 after purchasing an additional 71,426 shares during the last quarter. Finally, Kestra Private Wealth Services LLC grew its holdings in shares of Innovator Defined Wealth Shield ETF by 28.4% during the fourth quarter. Kestra Private Wealth Services LLC now owns 49,316 shares of the company’s stock worth $1,409,000 after purchasing an additional 10,915 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BALT stock opened at $30.57 on Friday. The stock has a market capitalization of $664.90 million, a price-to-earnings ratio of 21.98 and a beta of 0.18. The business’s 50-day moving average price is $30.20 and its 200-day moving average price is $29.60.

Innovator Defined Wealth Shield ETF Company 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.