Hazlett Burt & Watson Inc. Buys 527 Shares of Innovator Defined Wealth Shield ETF $BALT

Hazlett Burt & Watson Inc. increased its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 69.3% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,287 shares of the company’s stock after acquiring an additional 527 shares during the period. Hazlett Burt & Watson Inc.’s holdings in Innovator Defined Wealth Shield ETF were worth $42,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Bison Wealth LLC lifted its position in shares of Innovator Defined Wealth Shield ETF by 73.5% in the fourth quarter. Bison Wealth LLC now owns 41,232 shares of the company’s stock valued at $1,296,000 after buying an additional 17,464 shares during the last quarter. Wealth Enhancement Advisory Services LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF in the first quarter valued at approximately $521,000. Keystone Wealth Services LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF in the first quarter valued at approximately $1,050,000. Sagespring Wealth Partners LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF in the first quarter valued at approximately $796,000. Finally, Bay Colony Advisory Group Inc d b a Bay Colony Advisors lifted its position in shares of Innovator Defined Wealth Shield ETF by 11.6% in the first quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 19,883 shares of the company’s stock valued at $624,000 after buying an additional 2,066 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Up 6.1%

BALT opened at $32.81 on Tuesday. Innovator Defined Wealth Shield ETF has a 12-month low of $29.35 and a 12-month high of $32.34. The stock has a market cap of $1.52 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. The business has a 50 day moving average of $32.65 and a 200-day moving average of $32.06.

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.