AE Wealth Management LLC Raises Position in Innovator Defined Wealth Shield ETF $BALT

AE Wealth Management LLC lifted its stake in Innovator Defined Wealth Shield ETF (BATS:BALT) by 9.4% in the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 540,794 shares of the company’s stock after purchasing an additional 46,427 shares during the quarter. AE Wealth Management LLC owned about 1.16% of Innovator Defined Wealth Shield ETF worth $17,749,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Bison Wealth LLC lifted its position in Innovator Defined Wealth Shield ETF by 73.5% in the fourth quarter. Bison Wealth LLC now owns 41,232 shares of the company’s stock worth $1,296,000 after buying an additional 17,464 shares during the last quarter. AQR Capital Management LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF in the first quarter valued at $347,000. Jane Street Group LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF in the first quarter valued at $1,036,000. Wealth Enhancement Advisory Services LLC lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 39.2% in the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 23,128 shares of the company’s stock worth $744,000 after acquiring an additional 6,517 shares during the last quarter. Finally, Janney Montgomery Scott LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF during the 2nd quarter worth about $217,000.

Innovator Defined Wealth Shield ETF Trading Up 9.0%

Shares of BATS:BALT opened at $33.72 on Friday. Innovator Defined Wealth Shield ETF has a 12 month low of $29.35 and a 12 month high of $32.34. 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 firm’s 50-day moving average is $33.41 and its 200 day moving average is $32.93.

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.