Laurel Oak Wealth Management LLC boosted its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 120.9% during the first quarter, Holdings Channel.com reports. The firm owned 221,398 shares of the company’s stock after purchasing an additional 121,163 shares during the quarter. Innovator Defined Wealth Shield ETF makes up about 1.2% of Laurel Oak Wealth Management LLC’s investment portfolio, making the stock its 21st biggest position. Laurel Oak Wealth Management LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $7,409,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds also recently added to or reduced their stakes in BALT. Motiv8 Investments LLC bought a new position in Innovator Defined Wealth Shield ETF in the fourth quarter worth about $44,000. Caitlin John LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the third quarter valued at about $78,000. Accurate Wealth Management LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the fourth quarter valued at about $206,000. Betterment LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter valued at about $207,000. Finally, Csenge Advisory Group bought a new stake in shares of Innovator Defined Wealth Shield ETF in the 4th quarter valued at about $226,000.
Innovator Defined Wealth Shield ETF Stock Up 0.1%
Shares of Innovator Defined Wealth Shield ETF stock opened at $34.26 on Friday. The firm’s 50 day moving average price is $34.09 and its 200-day moving average price is $33.76. Innovator Defined Wealth Shield ETF has a 52-week low of $32.04 and a 52-week high of $34.27. The company has a market cap of $1.59 billion, a P/E ratio of 24.42 and a beta of 0.14.
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.
Further Reading
- Five stocks we like better than Innovator Defined Wealth Shield ETF
- Rocket Lab’s NASA Win Tests Key Support After Sharp Pullback
- AST SpaceMobile Just Nailed a Major Launch—So Why Is the Stock Crashing?
- Palantir’s Valuation Problem Just Met 2 New Growth Catalysts
- Xcel Energy Stock Offers Stability as Electricity Demand Builds
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).
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.
