Dominguez Wealth Management Solutions Inc. Raises Stock Position in Innovator Defined Wealth Shield ETF (BATS:BALT)

Dominguez Wealth Management Solutions Inc. boosted its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 0.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 203,314 shares of the company’s stock after purchasing an additional 1,088 shares during the period. Innovator Defined Wealth Shield ETF makes up approximately 4.7% of Dominguez Wealth Management Solutions Inc.’s investment portfolio, making the stock its 6th biggest holding. Dominguez Wealth Management Solutions Inc. owned approximately 0.93% of Innovator Defined Wealth Shield ETF worth $6,388,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of BALT. Kingsview Wealth Management LLC boosted its stake in shares of Innovator Defined Wealth Shield ETF by 669.6% during the third quarter. Kingsview Wealth Management LLC now owns 1,653,091 shares of the company’s stock valued at $50,965,000 after purchasing an additional 1,438,282 shares during the period. Wealthquest Corp lifted its holdings in Innovator Defined Wealth Shield ETF by 50.4% during the 3rd quarter. Wealthquest Corp now owns 2,058,401 shares of the company’s stock valued at $63,340,000 after buying an additional 689,520 shares in the last quarter. Commonwealth Equity Services LLC boosted its position in Innovator Defined Wealth Shield ETF by 75.9% in the 3rd quarter. Commonwealth Equity Services LLC now owns 1,061,399 shares of the company’s stock valued at $32,723,000 after buying an additional 457,963 shares during the period. Central Valley Advisors LLC bought a new position in Innovator Defined Wealth Shield ETF in the 4th quarter worth about $9,156,000. Finally, Woodard & Co. Asset Management Group Inc. ADV increased its position in shares of Innovator Defined Wealth Shield ETF by 3,346.3% during the third quarter. Woodard & Co. Asset Management Group Inc. ADV now owns 206,948 shares of the company’s stock worth $6,380,000 after acquiring an additional 200,943 shares during the period.

Innovator Defined Wealth Shield ETF Stock Up 0.6 %

Innovator Defined Wealth Shield ETF stock opened at $31.63 on Friday. The company has a market capitalization of $687.84 million, a P/E ratio of 21.98 and a beta of 0.18. The company’s fifty day moving average is $31.40 and its 200 day moving average is $30.83.

Innovator Defined Wealth Shield ETF Company 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.