164,765 Shares in Innovator Defined Wealth Shield ETF $BALT Purchased by Holos Integrated Wealth LLC

Holos Integrated Wealth LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 164,765 shares of the company’s stock, valued at approximately $5,526,000. Innovator Defined Wealth Shield ETF accounts for approximately 3.1% of Holos Integrated Wealth LLC’s holdings, making the stock its 12th largest holding. Holos Integrated Wealth LLC owned about 0.35% of Innovator Defined Wealth Shield ETF at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the company. Reliant Wealth Planning increased its position in shares of Innovator Defined Wealth Shield ETF by 2,527.0% in the third quarter. Reliant Wealth Planning now owns 957,346 shares of the company’s stock worth $31,420,000 after acquiring an additional 920,903 shares in the last quarter. Lee Johnson Capital Management LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF during the third quarter valued at approximately $27,714,000. Osaic Holdings Inc. lifted its position in shares of Innovator Defined Wealth Shield ETF by 29.8% in the 2nd quarter. Osaic Holdings Inc. now owns 2,306,222 shares of the company’s stock valued at $73,983,000 after acquiring an additional 529,782 shares in the last quarter. Raymond James Financial Inc. lifted its position in shares of Innovator Defined Wealth Shield ETF by 24.5% in the 3rd 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. Finally, NewEdge Advisors LLC boosted its stake in Innovator Defined Wealth Shield ETF by 324.2% in the 3rd quarter. NewEdge Advisors LLC now owns 412,363 shares of the company’s stock worth $13,534,000 after purchasing an additional 315,155 shares during the period.

Innovator Defined Wealth Shield ETF Stock Performance

BATS BALT opened at $33.43 on Friday. Innovator Defined Wealth Shield ETF has a twelve month low of $30.07 and a twelve month high of $33.84. The stock has a market cap of $1.55 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. The firm’s 50 day moving average price is $33.67 and its two-hundred day moving average price is $33.25.

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.