Innovator Defined Wealth Shield ETF $BALT is Dominguez Wealth Management Solutions Inc.’s 6th Largest Position

Dominguez Wealth Management Solutions Inc. boosted its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 8.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 243,336 shares of the company’s stock after purchasing an additional 19,861 shares during the quarter. Innovator Defined Wealth Shield ETF makes up 5.1% of Dominguez Wealth Management Solutions Inc.’s investment portfolio, making the stock its 6th biggest holding. Dominguez Wealth Management Solutions Inc. owned approximately 0.52% of Innovator Defined Wealth Shield ETF worth $7,986,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently bought and sold shares of the stock. Osaic Holdings Inc. grew its position in shares of Innovator Defined Wealth Shield ETF by 29.8% during the second quarter. Osaic Holdings Inc. now owns 2,306,222 shares of the company’s stock worth $73,983,000 after buying an additional 529,782 shares in the last quarter. Raymond James Financial Inc. lifted its stake in Innovator Defined Wealth Shield ETF by 131.6% in the first quarter. Raymond James Financial Inc. now owns 1,840,764 shares of the company’s stock worth $57,763,000 after acquiring an additional 1,046,019 shares during the last quarter. Cetera Investment Advisers grew its holdings in Innovator Defined Wealth Shield ETF by 50.7% during the 2nd quarter. Cetera Investment Advisers now owns 1,072,378 shares of the company’s stock worth $34,402,000 after acquiring an additional 360,840 shares in the last quarter. Orion Porfolio Solutions LLC increased its position in shares of Innovator Defined Wealth Shield ETF by 42.0% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 841,791 shares of the company’s stock valued at $27,005,000 after purchasing an additional 248,809 shares during the last quarter. Finally, C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors increased its position in shares of Innovator Defined Wealth Shield ETF by 3.6% in the 2nd quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 821,790 shares of the company’s stock valued at $26,363,000 after purchasing an additional 28,224 shares during the last quarter.

Innovator Defined Wealth Shield ETF Trading Up 7.5%

Innovator Defined Wealth Shield ETF stock opened at $33.23 on Tuesday. The stock has a market cap of $1.54 billion, a P/E ratio of 24.42 and a beta of 0.14. The company has a fifty day simple moving average of $33.01 and a 200-day simple moving average of $32.60. Innovator Defined Wealth Shield ETF has a 12-month low of $29.35 and a 12-month high of $32.34.

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.