Commonwealth Equity Services LLC Purchases 1,323,501 Shares of Innovator Defined Wealth Shield ETF $BALT

Commonwealth Equity Services LLC purchased a new position in Innovator Defined Wealth Shield ETF (BATS:BALT) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 1,323,501 shares of the company’s stock, valued at approximately $46,256,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of BALT. Root Financial Partners LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the third quarter valued at $55,000. Physician Wealth Advisors Inc. bought a new stake in Innovator Defined Wealth Shield ETF in the 3rd quarter worth about $65,000. Waverly Advisors LLC bought a new stake in Innovator Defined Wealth Shield ETF in the 1st quarter worth about $68,000. Weaver Capital Management LLC purchased a new position in Innovator Defined Wealth Shield ETF in the 3rd quarter worth about $78,000. Finally, Noble Wealth Management PBC raised its position in Innovator Defined Wealth Shield ETF by 18.4% in the 2nd quarter. Noble Wealth Management PBC now owns 2,250 shares of the company’s stock worth $77,000 after buying an additional 350 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BATS:BALT opened at $34.78 on Friday. The firm has a market cap of $3.26 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. The business has a 50-day simple moving average of $34.92 and a two-hundred day simple moving average of $34.25. Innovator Defined Wealth Shield ETF has a fifty-two week low of $32.79 and a fifty-two 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.