Financial Designs Corp Boosts Holdings in Innovator Defined Wealth Shield ETF $BALT

Financial Designs Corp raised its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALTFree Report) by 2.2% during the 2nd quarter, according to its most recent filing with the SEC. The firm owned 186,679 shares of the company’s stock after acquiring an additional 4,098 shares during the period. Innovator Defined Wealth Shield ETF makes up approximately 3.7% of Financial Designs Corp’s holdings, making the stock its 10th biggest position. Financial Designs Corp owned approximately 0.40% of Innovator Defined Wealth Shield ETF worth $5,989,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of BALT. Northwestern Mutual Wealth Management Co. purchased a new stake in Innovator Defined Wealth Shield ETF during the 1st quarter valued at approximately $42,000. Larson Financial Group LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF during the first quarter worth $60,000. IFP Advisors Inc bought a new stake in shares of Innovator Defined Wealth Shield ETF in the first quarter valued at about $102,000. Mattson Financial Services LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF in the first quarter valued at about $176,000. Finally, Modern Wealth Management LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF in the first quarter valued at about $204,000.

Innovator Defined Wealth Shield ETF Price Performance

BALT stock opened at $32.81 on Friday. The business has a 50-day moving average price of $32.54 and a 200 day moving average price of $31.95. The company has a market capitalization of $1.52 billion, a P/E ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 1-year low of $29.35 and a 1-year high of $32.34.

About Innovator Defined Wealth Shield ETF

(Free Report)

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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Institutional Ownership by Quarter for Innovator Defined Wealth Shield ETF (BATS:BALT)

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