Insight Wealth Partners LLC Has $616,000 Stock Holdings in Innovator Defined Wealth Shield ETF $BALT

Insight Wealth Partners LLC grew its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 55.2% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 19,207 shares of the company’s stock after purchasing an additional 6,835 shares during the period. Insight Wealth Partners LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $616,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in BALT. Bison Wealth LLC raised its holdings 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 worth $1,296,000 after acquiring an additional 17,464 shares during the period. Wealth Enhancement Advisory Services LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF during the first quarter worth $521,000. Cambridge Investment Research Advisors Inc. raised its holdings in shares of Innovator Defined Wealth Shield ETF by 7.0% during the first quarter. Cambridge Investment Research Advisors Inc. now owns 90,709 shares of the company’s stock worth $2,846,000 after acquiring an additional 5,935 shares during the period. Cambridge Advisors Inc. acquired a new stake in shares of Innovator Defined Wealth Shield ETF during the first quarter worth $300,000. Finally, Sovran Advisors LLC raised its holdings in shares of Innovator Defined Wealth Shield ETF by 6.6% during the first quarter. Sovran Advisors LLC now owns 232,792 shares of the company’s stock worth $7,212,000 after acquiring an additional 14,338 shares during the period.

Innovator Defined Wealth Shield ETF Stock Up 6.7%

Shares of BATS:BALT opened at $32.99 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’s fifty day simple moving average is $32.73 and its 200 day simple moving average is $32.17. The firm has a market cap of $1.53 billion, a price-to-earnings 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.