Rockefeller Capital Management L.P. Has $2.52 Million Position in Innovator Defined Wealth Shield ETF $BALT

Rockefeller Capital Management L.P. lifted its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 4,189.0% during the 4th quarter, Holdings Channel.com reports. The firm owned 75,100 shares of the company’s stock after purchasing an additional 73,349 shares during the period. Rockefeller Capital Management L.P.’s holdings in Innovator Defined Wealth Shield ETF were worth $2,517,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in BALT. JPMorgan Chase & Co. raised its holdings in shares of Innovator Defined Wealth Shield ETF by 46,021.3% in the fourth quarter. JPMorgan Chase & Co. now owns 4,025,929 shares of the company’s stock valued at $134,909,000 after buying an additional 4,017,200 shares during the last quarter. Reliant Wealth Planning lifted its position in Innovator Defined Wealth Shield ETF by 2,527.0% during the 3rd quarter. Reliant Wealth Planning now owns 957,346 shares of the company’s stock worth $31,420,000 after buying an additional 920,903 shares in the last quarter. Foundations Investment Advisors LLC grew its holdings in Innovator Defined Wealth Shield ETF by 129.2% during the 4th quarter. Foundations Investment Advisors LLC now owns 1,226,639 shares of the company’s stock worth $41,105,000 after acquiring an additional 691,493 shares during the last quarter. Raymond James Financial Inc. grew its holdings in Innovator Defined Wealth Shield ETF by 24.5% during the 3rd quarter. Raymond James Financial Inc. now owns 2,104,517 shares of the company’s stock worth $69,070,000 after acquiring an additional 413,938 shares during the last quarter. Finally, NewEdge Advisors LLC raised its stake in shares of Innovator Defined Wealth Shield ETF by 324.2% in the third quarter. NewEdge Advisors LLC now owns 412,363 shares of the company’s stock worth $13,534,000 after acquiring an additional 315,155 shares during the last quarter.

Innovator Defined Wealth Shield ETF Trading Up 0.0%

Shares of BALT stock opened at $34.27 on Tuesday. Innovator Defined Wealth Shield ETF has a 1 year low of $32.04 and a 1 year high of $34.29. The firm’s 50 day moving average is $34.10 and its 200-day moving average is $33.77. The firm has a market capitalization of $1.59 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.