Triad Wealth Partners LLC raised its stake in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 134.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 82,013 shares of the company’s stock after purchasing an additional 46,981 shares during the quarter. Triad Wealth Partners LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $2,692,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds also recently modified their holdings of the stock. Hazlett Burt & Watson Inc. raised its holdings in shares of Innovator Defined Wealth Shield ETF by 69.3% during the 2nd quarter. Hazlett Burt & Watson Inc. now owns 1,287 shares of the company’s stock valued at $42,000 after buying an additional 527 shares during the period. Geneos Wealth Management Inc. purchased a new position in shares of Innovator Defined Wealth Shield ETF in the third quarter valued at $90,000. Alaska Permanent Capital Management LLC acquired a new stake in Innovator Defined Wealth Shield ETF during the 2nd quarter valued at $167,000. NBT Bank N A NY purchased a new stake in Innovator Defined Wealth Shield ETF during the 2nd quarter worth $201,000. Finally, Optima Capital LLC acquired a new position in Innovator Defined Wealth Shield ETF in the 3rd quarter worth $207,000.
Innovator Defined Wealth Shield ETF Price Performance
BATS:BALT opened at $33.62 on Thursday. The firm has a 50-day moving average of $33.32 and a two-hundred day moving average of $32.88. The stock has a market cap of $1.56 billion, a P/E 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.
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.
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