Family Office Research LLC Buys New Position in Innovator Defined Wealth Shield ETF $BALT

Family Office Research LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 44,445 shares of the company’s stock, valued at approximately $1,488,000. Innovator Defined Wealth Shield ETF accounts for 0.6% of Family Office Research LLC’s holdings, making the stock its 24th biggest holding.

Several other large investors also recently added to or reduced their stakes in BALT. Reliant Wealth Planning grew its position in Innovator Defined Wealth Shield ETF by 2,527.0% during the third quarter. Reliant Wealth Planning now owns 957,346 shares of the company’s stock valued at $31,420,000 after buying an additional 920,903 shares during the period. Raymond James Financial Inc. grew its position in Innovator Defined Wealth Shield ETF by 24.5% during the third quarter. Raymond James Financial Inc. now owns 2,104,517 shares of the company’s stock valued at $69,070,000 after buying an additional 413,938 shares during the period. NewEdge Advisors LLC grew its holdings in Innovator Defined Wealth Shield ETF by 324.2% during the third quarter. NewEdge Advisors LLC now owns 412,363 shares of the company’s stock valued at $13,534,000 after purchasing an additional 315,155 shares during the period. Kingsview Wealth Management LLC grew its holdings in Innovator Defined Wealth Shield ETF by 58.6% during the third quarter. Kingsview Wealth Management LLC now owns 845,829 shares of the company’s stock valued at $27,760,000 after purchasing an additional 312,476 shares during the period. Finally, Foundations Investment Advisors LLC grew its holdings in Innovator Defined Wealth Shield ETF by 99.4% during the third quarter. Foundations Investment Advisors LLC now owns 535,146 shares of the company’s stock valued at $17,563,000 after purchasing an additional 266,823 shares during the period.

Innovator Defined Wealth Shield ETF Stock Performance

BATS:BALT opened at $34.09 on Wednesday. The stock has a 50-day simple moving average of $33.80 and a two-hundred day simple moving average of $33.58. Innovator Defined Wealth Shield ETF has a 52-week low of $31.78 and a 52-week high of $34.22. The firm has a market capitalization of $1.58 billion, a PE ratio of 24.42 and a beta of 0.14.

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.