Souders Financial Advisors acquired a new stake in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) in the 2nd quarter, Holdings Channel.com reports. The institutional investor acquired 7,243 shares of the company’s stock, valued at approximately $218,000.
Other institutional investors and hedge funds have also recently made changes to their positions in the company. Ashton Thomas Private Wealth LLC purchased a new position in Innovator Defined Wealth Shield ETF during the 2nd quarter valued at about $32,000. Triad Wealth Partners LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the 2nd quarter worth $65,000. Concourse Financial Group Securities Inc. raised its holdings in Innovator Defined Wealth Shield ETF by 325.5% in the first quarter. Concourse Financial Group Securities Inc. now owns 3,425 shares of the company’s stock worth $100,000 after purchasing an additional 2,620 shares in the last quarter. Core Wealth Advisors Inc. purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the fourth quarter valued at about $149,000. Finally, Waller Financial Planning Group Inc. bought a new stake in shares of Innovator Defined Wealth Shield ETF in the 2nd quarter valued at about $240,000.
Innovator Defined Wealth Shield ETF Stock Performance
Shares of Innovator Defined Wealth Shield ETF stock opened at $30.77 on Wednesday. The stock has a 50-day moving average price of $30.38 and a 200 day moving average price of $29.85. The stock has a market cap of $669.28 million, a P/E ratio of 21.98 and a beta of 0.18.
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.
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Want to see what other hedge funds are holding BALT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report).
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