Foundations Investment Advisors LLC grew its stake in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 99.4% during the 3rd quarter, Holdings Channel.com reports. The firm owned 535,146 shares of the company’s stock after acquiring an additional 266,823 shares during the period. Foundations Investment Advisors LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $17,563,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other hedge funds and other institutional investors have also modified their holdings of the company. Hazlett Burt & Watson Inc. raised its holdings in Innovator Defined Wealth Shield ETF by 69.3% in the 2nd quarter. Hazlett Burt & Watson Inc. now owns 1,287 shares of the company’s stock valued at $42,000 after acquiring an additional 527 shares during the period. Geneos Wealth Management Inc. acquired a new position in shares of Innovator Defined Wealth Shield ETF in the third quarter valued at approximately $90,000. Alaska Permanent Capital Management LLC bought a new position in shares of Innovator Defined Wealth Shield ETF during the second quarter worth approximately $167,000. NWF Advisory Services Inc. acquired a new stake in Innovator Defined Wealth Shield ETF during the 3rd quarter worth approximately $201,000. Finally, NBT Bank N A NY acquired a new stake in Innovator Defined Wealth Shield ETF during the 2nd quarter worth approximately $201,000.
Innovator Defined Wealth Shield ETF Price Performance
BALT opened at $33.72 on Thursday. The business has a fifty day simple moving average of $33.39 and a 200 day simple moving average of $32.93. Innovator Defined Wealth Shield ETF has a 1 year low of $29.35 and a 1 year high of $32.34. The company has a market capitalization of $1.57 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.
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