AE Wealth Management LLC Has $23.07 Million Stock Holdings in Innovator Defined Wealth Shield ETF $BALT

AE Wealth Management LLC increased its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 27.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 688,541 shares of the company’s stock after buying an additional 147,747 shares during the quarter. AE Wealth Management LLC owned 1.48% of Innovator Defined Wealth Shield ETF worth $23,073,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in BALT. GGM Financials LLC bought a new position in Innovator Defined Wealth Shield ETF during the third quarter worth about $33,000. Caitlin John LLC bought a new position in shares of Innovator Defined Wealth Shield ETF in the third quarter valued at approximately $78,000. Geneos Wealth Management Inc. bought a new position in shares of Innovator Defined Wealth Shield ETF in the third quarter valued at approximately $90,000. NWF Advisory Services Inc. bought a new position in shares of Innovator Defined Wealth Shield ETF in the third quarter valued at approximately $201,000. Finally, Accurate Wealth Management LLC bought a new position in shares of Innovator Defined Wealth Shield ETF in the fourth quarter valued at approximately $206,000.

Innovator Defined Wealth Shield ETF Trading Up 0.1%

BATS:BALT opened at $33.90 on Friday. The firm has a 50 day moving average of $33.65 and a 200-day moving average of $33.38. Innovator Defined Wealth Shield ETF has a 1 year low of $30.81 and a 1 year high of $33.91. The stock has a market capitalization of $1.57 billion, a P/E ratio of 24.42 and a beta of 0.14.

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.