Triad Wealth Partners LLC raised its position in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 45.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 142,586 shares of the company’s stock after acquiring an additional 44,841 shares during the quarter. Triad Wealth Partners LLC owned approximately 0.31% of Innovator Defined Wealth Shield ETF worth $4,772,000 as of its most recent SEC filing.
Other institutional investors and hedge funds also recently bought and sold shares of the company. Bison Wealth LLC boosted its stake 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 purchasing an additional 17,464 shares during the period. AQR Capital Management LLC purchased a new stake in Innovator Defined Wealth Shield ETF during the 1st quarter worth approximately $347,000. Jane Street Group LLC purchased a new stake in Innovator Defined Wealth Shield ETF during the 1st quarter worth approximately $1,036,000. NewEdge Advisors LLC lifted its holdings in Innovator Defined Wealth Shield ETF by 105.2% during the 2nd quarter. NewEdge Advisors LLC now owns 97,208 shares of the company’s stock worth $3,118,000 after buying an additional 49,841 shares in the last quarter. Finally, Ausdal Financial Partners Inc. lifted its holdings in Innovator Defined Wealth Shield ETF by 18.1% during the 2nd quarter. Ausdal Financial Partners Inc. now owns 34,396 shares of the company’s stock worth $1,103,000 after buying an additional 5,274 shares in the last quarter.
Innovator Defined Wealth Shield ETF Price Performance
Shares of BALT stock opened at $34.25 on Friday. Innovator Defined Wealth Shield ETF has a 52 week low of $32.00 and a 52 week high of $34.25. The stock has a market capitalization of $1.59 billion, a PE ratio of 24.42 and a beta of 0.14. The firm has a 50 day moving average of $34.04 and a two-hundred day moving average of $33.72.
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.
Read More
- Five stocks we like better than Innovator Defined Wealth Shield ETF
- The Oil Trade May Not Be Over: 3 Energy Stocks to Watch
- SpaceX Was Just the Beginning—2 More Massive IPOs Are on Deck
- 3 Retail Winners Using Cash Flow to Stay Ahead
- 3 Tech ETFs That Could Bounce Back After the AI Selloff
Receive News & Ratings for Innovator Defined Wealth Shield ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Innovator Defined Wealth Shield ETF and related companies with MarketBeat.com's FREE daily email newsletter.
