GTS Financial LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 24,831 shares of the company’s stock, valued at approximately $779,000. Innovator Defined Wealth Shield ETF accounts for 0.6% of GTS Financial LLC’s investment portfolio, making the stock its 28th biggest position.
Other hedge funds also recently bought and sold shares of the company. JPMorgan Chase & Co. grew its position in shares of Innovator Defined Wealth Shield ETF by 46,021.3% during the fourth quarter. JPMorgan Chase & Co. now owns 4,025,929 shares of the company’s stock worth $134,909,000 after buying an additional 4,017,200 shares in the last quarter. Osaic Holdings Inc. increased its stake in shares of Innovator Defined Wealth Shield ETF by 4.8% during the fourth quarter. Osaic Holdings Inc. now owns 2,441,139 shares of the company’s stock worth $81,802,000 after buying an additional 111,344 shares during the period. Raymond James Financial Inc. raised its holdings in Innovator Defined Wealth Shield ETF by 24.5% in the third quarter. Raymond James Financial Inc. now owns 2,104,517 shares of the company’s stock valued at $69,070,000 after acquiring an additional 413,938 shares in the last quarter. Cetera Investment Advisers raised its holdings in Innovator Defined Wealth Shield ETF by 4.1% in the first quarter. Cetera Investment Advisers now owns 1,592,364 shares of the company’s stock valued at $53,288,000 after acquiring an additional 63,395 shares in the last quarter. Finally, Lee Johnson Capital Management LLC lifted its stake in Innovator Defined Wealth Shield ETF by 70.7% in the first quarter. Lee Johnson Capital Management LLC now owns 1,402,959 shares of the company’s stock worth $46,950,000 after acquiring an additional 580,979 shares during the last quarter.
Innovator Defined Wealth Shield ETF Stock Up 0.4%
BATS BALT opened at $34.38 on Friday. Innovator Defined Wealth Shield ETF has a 52 week low of $32.21 and a 52 week high of $34.46. The firm has a 50 day moving average of $34.26 and a two-hundred day moving average of $33.92. The stock has a market capitalization of $1.60 billion, a PE ratio of 24.42 and a beta of 0.14.
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.
Featured Stories
- Five stocks we like better than Innovator Defined Wealth Shield ETF
- Microsoft Just Flipped the AI Spending Narrative Overnight
- Qualcomm’s Turnaround Is Working, So Why Is Wall Street Selling?
- Meta’s Earnings Show Why Wall Street Is Losing Patience With AI Spending
- Can Starbucks Keep This Turnaround Going? The Latest Results Say Yes
Want to see what other hedge funds are holding BALT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report).
Receive News & Ratings for Innovator Defined Wealth Shield ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Innovator Defined Wealth Shield ETF and related companies with MarketBeat.com's FREE daily email newsletter.
