Vicus Capital Takes Position in Innovator Defined Wealth Shield ETF $BALT

Vicus Capital bought a new position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 80,519 shares of the company’s stock, valued at approximately $2,643,000. Vicus Capital owned approximately 0.17% of Innovator Defined Wealth Shield ETF at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in BALT. Bison Wealth LLC increased its position in shares of Innovator Defined Wealth Shield ETF by 73.5% during the 4th quarter. Bison Wealth LLC now owns 41,232 shares of the company’s stock valued at $1,296,000 after purchasing an additional 17,464 shares during the period. AQR Capital Management LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF in the first quarter valued at $347,000. Jane Street Group LLC bought a new position in Innovator Defined Wealth Shield ETF during the first quarter valued at about $1,036,000. Modern Wealth Management LLC bought a new position in Innovator Defined Wealth Shield ETF during the first quarter valued at about $204,000. Finally, HBW Advisory Services LLC grew its holdings in Innovator Defined Wealth Shield ETF by 123.4% during the second quarter. HBW Advisory Services LLC now owns 48,355 shares of the company’s stock worth $1,551,000 after acquiring an additional 26,712 shares during the period.

Innovator Defined Wealth Shield ETF Trading Up 8.8%

Shares of Innovator Defined Wealth Shield ETF stock opened at $33.65 on Monday. Innovator Defined Wealth Shield ETF has a 52 week low of $29.35 and a 52 week high of $32.34. The stock has a market cap of $1.56 billion, a PE ratio of 24.42 and a beta of 0.14. The company’s 50-day moving average price is $33.22 and its two-hundred day moving average price is $32.80.

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.