Belpointe Asset Management LLC Invests $1.40 Million in Innovator Defined Wealth Shield ETF $BALT

Belpointe Asset Management LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF (BATS:BALTFree Report) during the 1st quarter, according to its most recent filing with the SEC. The institutional investor acquired 44,734 shares of the company’s stock, valued at approximately $1,404,000. Belpointe Asset Management LLC owned 0.10% of Innovator Defined Wealth Shield ETF at the end of the most recent reporting period.

Several other large investors have also modified their holdings of BALT. Wells Fargo & Company MN acquired a new stake in Innovator Defined Wealth Shield ETF during the 4th quarter worth approximately $26,000. Northwestern Mutual Wealth Management Co. acquired a new stake in Innovator Defined Wealth Shield ETF during the 1st quarter worth approximately $42,000. Larson Financial Group LLC acquired a new stake in Innovator Defined Wealth Shield ETF during the 1st quarter worth approximately $60,000. IFP Advisors Inc acquired a new stake in Innovator Defined Wealth Shield ETF during the 1st quarter worth approximately $102,000. Finally, Novus Advisors LLC acquired a new stake in Innovator Defined Wealth Shield ETF during the 1st quarter worth approximately $216,000.

Innovator Defined Wealth Shield ETF Stock Performance

BALT opened at $32.71 on Friday. The firm has a 50 day moving average price of $32.42 and a 200 day moving average price of $31.85. The company has a market cap of $1.52 billion, a PE ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 1 year low of $29.35 and a 1 year high of $32.34.

About Innovator Defined Wealth Shield ETF

(Free Report)

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.

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Institutional Ownership by Quarter for Innovator Defined Wealth Shield ETF (BATS:BALT)

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