Lee Johnson Capital Management LLC increased its stake in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 70.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,402,959 shares of the company’s stock after purchasing an additional 580,979 shares during the period. Innovator Defined Wealth Shield ETF makes up approximately 16.8% of Lee Johnson Capital Management LLC’s portfolio, making the stock its biggest holding. Lee Johnson Capital Management LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $46,950,000 as of its most recent SEC filing.
Several other hedge funds have also bought and sold shares of BALT. GGM Financials LLC purchased a new position in Innovator Defined Wealth Shield ETF in the 3rd quarter worth approximately $33,000. Motiv8 Investments LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the 4th quarter valued at $44,000. Caitlin John LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter valued at $78,000. Accurate Wealth Management LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF during the 4th quarter worth $206,000. Finally, Betterment LLC purchased a new position in Innovator Defined Wealth Shield ETF in the third quarter worth $207,000.
Innovator Defined Wealth Shield ETF Price Performance
BALT opened at $34.25 on Monday. The stock has a market cap of $1.59 billion, a PE ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 52 week low of $32.00 and a 52 week high of $34.25. The business’s fifty day simple moving average is $34.04 and its 200 day simple moving average is $33.73.
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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