Triad Wealth Partners LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 10,030 shares of the company’s stock, valued at approximately $315,000.
Several other institutional investors have also added to or reduced their stakes in the business. Legacy Investment Solutions LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF during the third quarter valued at about $83,000. Palumbo Wealth Management LLC bought a new position in shares of Innovator Defined Wealth Shield ETF in the fourth quarter worth approximately $224,000. D.B. Root & Company LLC bought a new position in shares of Innovator Defined Wealth Shield ETF in the fourth quarter worth approximately $231,000. SRS Capital Advisors Inc. bought a new position in shares of Innovator Defined Wealth Shield ETF in the fourth quarter worth approximately $236,000. Finally, Vestia Personal Wealth Advisors bought a new position in shares of Innovator Defined Wealth Shield ETF in the third quarter worth approximately $248,000.
Innovator Defined Wealth Shield ETF Trading Up 0.6 %
BALT stock opened at $31.64 on Thursday. The company’s 50 day moving average is $31.65 and its 200 day moving average is $31.20. The stock has a market cap of $1.20 billion, a price-to-earnings ratio of 27.00 and a beta of 0.13. Innovator Defined Wealth Shield ETF has a 1-year low of $28.96 and a 1-year high of $31.99.
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.
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