Innovator Defined Wealth Shield ETF $BALT is Lee Johnson Capital Management LLC’s 2nd Largest Position

Lee Johnson Capital Management LLC decreased its stake in Innovator Defined Wealth Shield ETF (BATS:BALT) by 2.7% in the 4th quarter, Holdings Channel reports. The firm owned 821,980 shares of the company’s stock after selling 22,437 shares during the quarter. Innovator Defined Wealth Shield ETF accounts for approximately 9.4% of Lee Johnson Capital Management LLC’s portfolio, making the stock its 2nd biggest position. Lee Johnson Capital Management LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $27,545,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in BALT. AE Wealth Management LLC lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 9.4% during the 3rd quarter. AE Wealth Management LLC now owns 540,794 shares of the company’s stock valued at $17,749,000 after acquiring an additional 46,427 shares in the last quarter. Integrity Advisory Solutions LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF during the third quarter worth about $3,404,000. Archer Investment Corp acquired a new stake in shares of Innovator Defined Wealth Shield ETF in the third quarter valued at about $4,667,000. Atria Investments Inc acquired a new stake in shares of Innovator Defined Wealth Shield ETF in the third quarter valued at about $2,164,000. Finally, CRA Financial Services LLC raised its holdings in shares of Innovator Defined Wealth Shield ETF by 21.1% during the 3rd quarter. CRA Financial Services LLC now owns 389,414 shares of the company’s stock valued at $12,781,000 after buying an additional 67,802 shares during the period.

Innovator Defined Wealth Shield ETF Stock Performance

Innovator Defined Wealth Shield ETF stock opened at $33.45 on Wednesday. The stock’s 50 day moving average price is $33.66 and its 200 day moving average price is $33.27. The firm has a market capitalization of $1.55 billion, a PE ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a one year low of $30.07 and a one year high of $33.84.

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.