Kure Advisory LLC raised its stake in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 3.7% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 768,852 shares of the company’s stock after buying an additional 27,536 shares during the period. Innovator Defined Wealth Shield ETF comprises 12.4% of Kure Advisory LLC’s holdings, making the stock its 3rd largest position. Kure Advisory LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $26,871,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in BALT. Wealthquest Corp raised its position in shares of Innovator Defined Wealth Shield ETF by 36.9% in the 1st quarter. Wealthquest Corp now owns 3,233,718 shares of the company’s stock valued at $108,216,000 after acquiring an additional 871,138 shares during the period. Lee Johnson Capital Management LLC boosted its stake in Innovator Defined Wealth Shield ETF by 70.7% during the 1st quarter. Lee Johnson Capital Management LLC now owns 1,402,959 shares of the company’s stock worth $46,950,000 after acquiring an additional 580,979 shares during the last quarter. Personal CFO Solutions LLC acquired a new position in Innovator Defined Wealth Shield ETF during the first quarter valued at approximately $18,415,000. Axxcess Wealth Management LLC increased its stake in Innovator Defined Wealth Shield ETF by 157.8% in the first quarter. Axxcess Wealth Management LLC now owns 448,298 shares of the company’s stock valued at $15,002,000 after purchasing an additional 274,425 shares in the last quarter. Finally, ATX Financial Planning LLC bought a new stake in Innovator Defined Wealth Shield ETF in the fourth quarter valued at approximately $9,095,000.
Innovator Defined Wealth Shield ETF Price Performance
BALT traded down $0.02 during mid-day trading on Thursday, hitting $35.05. The stock had a trading volume of 576,454 shares, compared to its average volume of 502,097. The stock’s fifty day simple moving average is $34.77 and its 200-day simple moving average is $34.30. The firm has a market capitalization of $1.63 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 1-year low of $32.69 and a 1-year high of $35.15.
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.
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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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