Jacobi Capital Management LLC Purchases 77,550 Shares of Innovator Defined Wealth Shield ETF $BALT

Jacobi Capital Management LLC increased its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 37.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 282,118 shares of the company’s stock after purchasing an additional 77,550 shares during the quarter. Jacobi Capital Management LLC owned approximately 0.61% of Innovator Defined Wealth Shield ETF worth $9,860,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently bought and sold shares of BALT. Root Financial Partners LLC purchased a new stake in Innovator Defined Wealth Shield ETF in the 3rd quarter worth approximately $55,000. Silver Grove Financial Group Inc. bought a new stake in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter worth approximately $57,000. Physician Wealth Advisors Inc. bought a new stake in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter worth approximately $65,000. Waverly Advisors LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF during the first quarter valued at approximately $68,000. Finally, Weaver Capital Management LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF during the third quarter valued at approximately $78,000.

Innovator Defined Wealth Shield ETF Trading Up 0.3%

Shares of Innovator Defined Wealth Shield ETF stock opened at $35.04 on Thursday. The company’s fifty day simple moving average is $34.94 and its two-hundred day simple moving average is $34.27. Innovator Defined Wealth Shield ETF has a 12-month low of $32.79 and a 12-month high of $35.15. The company has a market cap of $3.28 billion, a P/E ratio of 24.42 and a beta of 0.14.

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.