21,043 Shares in Innovator Defined Wealth Shield ETF $BALT Purchased by Sonoma Allocations LLC

Sonoma Allocations LLC acquired a new position in Innovator Defined Wealth Shield ETF (BATS:BALT) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 21,043 shares of the company’s stock, valued at approximately $689,000.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Bay Colony Advisory Group Inc d b a Bay Colony Advisors raised its position in shares of Innovator Defined Wealth Shield ETF by 21.6% in the third quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 16,252 shares of the company’s stock valued at $533,000 after buying an additional 2,888 shares in the last quarter. Strategic Blueprint LLC raised its holdings in Innovator Defined Wealth Shield ETF by 3.8% in the 3rd quarter. Strategic Blueprint LLC now owns 250,579 shares of the company’s stock valued at $8,224,000 after acquiring an additional 9,062 shares in the last quarter. Kelly Financial Group LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter valued at $283,000. Pachira Investments Inc. grew its holdings in shares of Innovator Defined Wealth Shield ETF by 19.2% during the 3rd quarter. Pachira Investments Inc. now owns 42,110 shares of the company’s stock worth $1,382,000 after purchasing an additional 6,797 shares in the last quarter. Finally, CoreCap Advisors LLC increased its position in shares of Innovator Defined Wealth Shield ETF by 211.3% in the third quarter. CoreCap Advisors LLC now owns 117,794 shares of the company’s stock worth $3,866,000 after purchasing an additional 79,949 shares during the period.

Innovator Defined Wealth Shield ETF Stock Up 8.8%

BALT opened at $33.65 on Friday. The stock has a market capitalization of $1.56 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a twelve month low of $29.35 and a twelve month high of $32.34. The company has a 50-day simple moving average of $33.22 and a 200 day simple moving average of $32.79.

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.