13,672 Shares in Innovator Defined Wealth Shield ETF (BATS:BALT) Acquired by Partners Wealth Management LLC

Partners Wealth Management LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 13,672 shares of the company’s stock, valued at approximately $430,000. Partners Wealth Management LLC owned about 0.06% of Innovator Defined Wealth Shield ETF at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Kingsview Wealth Management LLC lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 669.6% in the 3rd quarter. Kingsview Wealth Management LLC now owns 1,653,091 shares of the company’s stock worth $50,965,000 after acquiring an additional 1,438,282 shares during the last quarter. Wealthquest Corp grew its holdings in shares of Innovator Defined Wealth Shield ETF by 49.6% during the 4th quarter. Wealthquest Corp now owns 3,079,887 shares of the company’s stock valued at $96,770,000 after purchasing an additional 1,021,486 shares during the last quarter. Compass Advisory Group LLC raised its position in Innovator Defined Wealth Shield ETF by 1,309.4% in the 4th quarter. Compass Advisory Group LLC now owns 654,883 shares of the company’s stock worth $20,576,000 after purchasing an additional 608,418 shares during the period. Gradient Investments LLC bought a new stake in Innovator Defined Wealth Shield ETF in the fourth quarter worth $17,223,000. Finally, Central Valley Advisors LLC purchased a new stake in Innovator Defined Wealth Shield ETF during the fourth quarter valued at about $9,156,000.

Innovator Defined Wealth Shield ETF Trading Up 1.1 %

BALT opened at $31.80 on Monday. The stock’s 50-day moving average is $31.60 and its 200 day moving average is $31.12. The company has a market cap of $691.54 million, a price-to-earnings ratio of 21.98 and a beta of 0.18.

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.