125,064 Shares in Innovator Defined Wealth Shield ETF $BALT Acquired by Financial Designs Corp

Financial Designs Corp acquired a new position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) during the 3rd quarter, Holdings Channel.com reports. The fund acquired 125,064 shares of the company’s stock, valued at approximately $4,371,000. Innovator Defined Wealth Shield ETF accounts for approximately 2.2% of Financial Designs Corp’s investment portfolio, making the stock its 11th biggest position.

Other institutional investors and hedge funds have also modified their holdings of the company. Triad Wealth Partners LLC lifted its position in Innovator Defined Wealth Shield ETF by 45.9% in the first quarter. Triad Wealth Partners LLC now owns 142,586 shares of the company’s stock worth $4,772,000 after purchasing an additional 44,841 shares during the period. Glen Eagle Advisors LLC boosted its stake in Innovator Defined Wealth Shield ETF by 11.0% during the fourth quarter. Glen Eagle Advisors LLC now owns 376,167 shares of the company’s stock worth $12,605,000 after buying an additional 37,296 shares in the last quarter. Rockefeller Capital Management L.P. increased its holdings in Innovator Defined Wealth Shield ETF by 4,189.0% in the 4th quarter. Rockefeller Capital Management L.P. now owns 75,100 shares of the company’s stock valued at $2,517,000 after buying an additional 73,349 shares during the period. BFI Wealth Solutions LLC bought a new stake in Innovator Defined Wealth Shield ETF in the 4th quarter valued at $754,000. Finally, Sovran Advisors LLC raised its stake in shares of Innovator Defined Wealth Shield ETF by 9.4% in the 1st quarter. Sovran Advisors LLC now owns 278,555 shares of the company’s stock valued at $9,465,000 after buying an additional 24,021 shares in the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

BATS:BALT opened at $35.05 on Friday. The company has a 50-day moving average of $34.78 and a 200-day moving average of $34.31. The company has a market capitalization of $1.63 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 52 week low of $32.69 and a 52 week high of $35.15.

Innovator Defined Wealth Shield ETF 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.