Virtue Capital Management LLC boosted its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 183.8% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 37,786 shares of the company’s stock after buying an additional 24,473 shares during the quarter. Virtue Capital Management LLC owned 0.08% of Innovator Defined Wealth Shield ETF worth $1,321,000 at the end of the most recent quarter.
Several other hedge funds have also recently made changes to their positions in BALT. Wealthquest Corp boosted its stake in shares of Innovator Defined Wealth Shield ETF by 36.9% during the 1st quarter. Wealthquest Corp now owns 3,233,718 shares of the company’s stock worth $108,216,000 after acquiring an additional 871,138 shares during the last quarter. Cetera Investment Advisers raised its stake in Innovator Defined Wealth Shield ETF by 4.1% during the 1st quarter. Cetera Investment Advisers now owns 1,592,364 shares of the company’s stock worth $53,288,000 after acquiring an additional 63,395 shares during the period. Crown Wealth Group LLC raised its stake in Innovator Defined Wealth Shield ETF by 9.0% during the 3rd quarter. Crown Wealth Group LLC now owns 1,066,604 shares of the company’s stock worth $37,278,000 after acquiring an additional 87,734 shares during the period. Reliant Wealth Planning lifted its holdings in Innovator Defined Wealth Shield ETF by 2.9% during the first quarter. Reliant Wealth Planning now owns 1,005,348 shares of the company’s stock valued at $33,644,000 after purchasing an additional 28,171 shares in the last quarter. Finally, Kure Advisory LLC lifted its holdings in Innovator Defined Wealth Shield ETF by 3.7% during the third quarter. Kure Advisory LLC now owns 768,852 shares of the company’s stock valued at $26,871,000 after purchasing an additional 27,536 shares in the last quarter.
Innovator Defined Wealth Shield ETF Price Performance
BALT opened at $34.97 on Monday. The firm has a market cap of $1.62 billion, a P/E ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 1-year low of $32.79 and a 1-year high of $35.15. The company has a 50 day simple moving average of $34.90 and a two-hundred day simple moving average of $34.22.
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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