Stephens Inc. AR Makes New $524,000 Investment in Innovator Defined Wealth Shield ETF $BALT

Stephens Inc. AR acquired a new stake in Innovator Defined Wealth Shield ETF (BATS:BALTFree Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 16,338 shares of the company’s stock, valued at approximately $524,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. purchased a new stake in Innovator Defined Wealth Shield ETF during the first quarter worth $42,000. Hazlett Burt & Watson Inc. boosted its holdings in Innovator Defined Wealth Shield ETF by 69.3% during the second quarter. Hazlett Burt & Watson Inc. now owns 1,287 shares of the company’s stock worth $42,000 after buying an additional 527 shares in the last quarter. Larson Financial Group LLC purchased a new stake in Innovator Defined Wealth Shield ETF during the first quarter worth $60,000. IFP Advisors Inc purchased a new stake in Innovator Defined Wealth Shield ETF during the first quarter worth $102,000. Finally, Mattson Financial Services LLC purchased a new stake in Innovator Defined Wealth Shield ETF during the first quarter worth $176,000.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BATS BALT opened at $32.99 on Friday. The company’s fifty day moving average price is $32.73 and its 200 day moving average price is $32.18. Innovator Defined Wealth Shield ETF has a 1 year low of $29.35 and a 1 year high of $32.34. The company has a market capitalization of $1.53 billion, a PE ratio of 24.42 and a beta of 0.14.

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.

See Also

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

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