Innovator Defined Wealth Shield ETF $BALT Shares Acquired by BCS Wealth Management

BCS Wealth Management lifted its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 78.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 63,887 shares of the company’s stock after acquiring an additional 28,107 shares during the period. BCS Wealth Management owned 0.14% of Innovator Defined Wealth Shield ETF worth $2,141,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of BALT. Bison Wealth LLC lifted its stake in shares of Innovator Defined Wealth Shield ETF by 73.5% during the fourth quarter. Bison Wealth LLC now owns 41,232 shares of the company’s stock valued at $1,296,000 after buying an additional 17,464 shares during the period. AQR Capital Management LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF during the first quarter valued at approximately $347,000. Jane Street Group LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF during the first quarter valued at approximately $1,036,000. NewEdge Advisors LLC lifted its stake in shares of Innovator Defined Wealth Shield ETF by 105.2% during the second quarter. NewEdge Advisors LLC now owns 97,208 shares of the company’s stock valued at $3,118,000 after buying an additional 49,841 shares during the period. Finally, Ausdal Financial Partners Inc. lifted its stake in shares of Innovator Defined Wealth Shield ETF by 18.1% during the second quarter. Ausdal Financial Partners Inc. now owns 34,396 shares of the company’s stock valued at $1,103,000 after buying an additional 5,274 shares during the period.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BALT opened at $33.83 on Wednesday. The company has a market capitalization of $1.57 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. The company’s 50 day simple moving average is $33.64 and its 200 day simple moving average is $33.36. Innovator Defined Wealth Shield ETF has a 1 year low of $30.81 and a 1 year 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.