Sunbelt Securities Inc. Has $15.34 Million Stake in Innovator Defined Wealth Shield ETF $BALT

Sunbelt Securities Inc. lifted its stake in Innovator Defined Wealth Shield ETF (BATS:BALT) by 6.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 457,687 shares of the company’s stock after buying an additional 29,352 shares during the period. Innovator Defined Wealth Shield ETF comprises 1.0% of Sunbelt Securities Inc.’s portfolio, making the stock its 16th biggest holding. Sunbelt Securities Inc.’s holdings in Innovator Defined Wealth Shield ETF were worth $15,337,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in the company. Integrity Advisory Solutions LLC acquired a new position in Innovator Defined Wealth Shield ETF in the 3rd quarter valued at approximately $3,404,000. Galvin Gaustad & Stein LLC bought a new position in shares of Innovator Defined Wealth Shield ETF during the fourth quarter valued at $659,000. Farther Finance Advisors LLC lifted its holdings in Innovator Defined Wealth Shield ETF by 16.9% during the 4th quarter. Farther Finance Advisors LLC now owns 211,740 shares of the company’s stock valued at $7,095,000 after purchasing an additional 30,644 shares during the last quarter. BCS Wealth Management boosted its stake in Innovator Defined Wealth Shield ETF by 78.6% in the fourth quarter. BCS Wealth Management now owns 63,887 shares of the company’s stock worth $2,141,000 after purchasing an additional 28,107 shares in the last quarter. Finally, AE Wealth Management LLC lifted its position in Innovator Defined Wealth Shield ETF by 27.3% during the 4th quarter. AE Wealth Management LLC now owns 688,541 shares of the company’s stock worth $23,073,000 after buying an additional 147,747 shares in the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

BALT opened at $34.25 on Friday. The company has a fifty day moving average price of $34.03 and a two-hundred day moving average price of $33.72. The firm has a market capitalization of $1.59 billion, a PE ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 52 week low of $32.00 and a 52 week high of $34.25.

Innovator Defined Wealth Shield ETF Company 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.