NewEdge Wealth LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 19,903 shares of the company’s stock, valued at approximately $666,000.
Several other institutional investors have also added to or reduced their stakes in the company. Legacy Wealth Managment LLC ID increased its position in shares of Innovator Defined Wealth Shield ETF by 180.3% in the first quarter. Legacy Wealth Managment LLC ID now owns 8,460 shares of the company’s stock valued at $283,000 after acquiring an additional 5,442 shares during the period. Independent Financial Group LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the first quarter worth about $5,700,000. Wealthgarden F.S. LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the first quarter worth about $246,000. NBZ Investment Advisors LLC boosted its holdings in shares of Innovator Defined Wealth Shield ETF by 0.4% during the first quarter. NBZ Investment Advisors LLC now owns 490,322 shares of the company’s stock worth $16,409,000 after purchasing an additional 2,024 shares during the period. Finally, Archer Investment Corp grew its stake in shares of Innovator Defined Wealth Shield ETF by 34.9% in the first quarter. Archer Investment Corp now owns 308,540 shares of the company’s stock worth $10,325,000 after purchasing an additional 79,804 shares during the last quarter.
Innovator Defined Wealth Shield ETF Price Performance
Shares of BATS:BALT opened at $34.35 on Wednesday. Innovator Defined Wealth Shield ETF has a 1 year low of $32.21 and a 1 year high of $34.46. The company has a market cap of $1.60 billion, a PE ratio of 24.42 and a beta of 0.14. The stock’s 50-day moving average is $34.25 and its 200 day moving average is $33.91.
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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