Galvin Gaustad & Stein LLC Acquires New Holdings in Innovator Defined Wealth Shield ETF $BALT

Galvin Gaustad & Stein LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 19,657 shares of the company’s stock, valued at approximately $659,000.

Several other institutional investors also recently bought and sold shares of the business. Balance Wealth LLC increased its holdings in Innovator Defined Wealth Shield ETF by 2.0% during the fourth quarter. Balance Wealth LLC now owns 23,001 shares of the company’s stock valued at $771,000 after buying an additional 457 shares during the period. O Connor Financial Group LLC increased its holdings in Innovator Defined Wealth Shield ETF by 2.6% during the third quarter. O Connor Financial Group LLC now owns 20,633 shares of the company’s stock valued at $677,000 after buying an additional 523 shares during the period. Stephens Inc. AR increased its holdings in Innovator Defined Wealth Shield ETF by 3.4% during the third quarter. Stephens Inc. AR now owns 16,893 shares of the company’s stock valued at $554,000 after buying an additional 555 shares during the period. Signal Advisors Wealth LLC increased its holdings in Innovator Defined Wealth Shield ETF by 9.6% during the third quarter. Signal Advisors Wealth LLC now owns 6,980 shares of the company’s stock valued at $229,000 after buying an additional 610 shares during the period. Finally, Nikulski Financial Inc. increased its holdings in Innovator Defined Wealth Shield ETF by 10.3% during the second quarter. Nikulski Financial Inc. now owns 7,700 shares of the company’s stock valued at $247,000 after buying an additional 720 shares during the period.

Innovator Defined Wealth Shield ETF Stock Up 0.1%

Shares of BALT stock opened at $33.83 on Wednesday. The firm has a market cap of $1.57 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. The company’s 50 day moving average is $33.64 and its 200 day moving average is $33.36. Innovator Defined Wealth Shield ETF has a 52-week low of $30.81 and a 52-week high of $33.84.

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.