Innovator Defined Wealth Shield ETF $BALT Shares Acquired by Long Island Wealth Management Inc.

Long Island Wealth Management Inc. lifted its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 12.4% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 238,666 shares of the company’s stock after acquiring an additional 26,269 shares during the period. Innovator Defined Wealth Shield ETF makes up approximately 3.8% of Long Island Wealth Management Inc.’s investment portfolio, making the stock its 7th largest holding. Long Island Wealth Management Inc. owned 0.51% of Innovator Defined Wealth Shield ETF worth $7,833,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of BALT. Lee Johnson Capital Management LLC acquired a new stake in Innovator Defined Wealth Shield ETF in the 3rd quarter worth approximately $27,714,000. Osaic Holdings Inc. increased its stake in Innovator Defined Wealth Shield ETF by 29.8% during the 2nd quarter. Osaic Holdings Inc. now owns 2,306,222 shares of the company’s stock valued at $73,983,000 after purchasing an additional 529,782 shares in the last quarter. Cetera Investment Advisers raised its holdings in shares of Innovator Defined Wealth Shield ETF by 50.7% in the second quarter. Cetera Investment Advisers now owns 1,072,378 shares of the company’s stock worth $34,402,000 after buying an additional 360,840 shares during the last quarter. AE Wealth Management LLC lifted its stake in shares of Innovator Defined Wealth Shield ETF by 175.5% during the second quarter. AE Wealth Management LLC now owns 494,367 shares of the company’s stock worth $15,859,000 after buying an additional 314,895 shares during the period. Finally, Woodard & Co. Asset Management Group Inc. ADV lifted its stake in shares of Innovator Defined Wealth Shield ETF by 1,278.3% during the second quarter. Woodard & Co. Asset Management Group Inc. ADV now owns 289,195 shares of the company’s stock worth $9,277,000 after buying an additional 268,213 shares during the period.

Innovator Defined Wealth Shield ETF Price Performance

BATS BALT opened at $33.65 on Friday. The stock’s fifty day moving average price is $33.54 and its 200 day moving average price is $33.04. Innovator Defined Wealth Shield ETF has a 1 year low of $30.07 and a 1 year high of $33.81. The company has a market cap of $1.56 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14.

About Innovator Defined Wealth Shield ETF

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.