Innovator Defined Wealth Shield ETF (BATS:BALT) Shares Purchased by Dominguez Wealth Management Solutions Inc.

Dominguez Wealth Management Solutions Inc. increased its stake in Innovator Defined Wealth Shield ETF (BATS:BALT) by 2.0% in the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 197,121 shares of the company’s stock after purchasing an additional 3,826 shares during the quarter. Innovator Defined Wealth Shield ETF makes up 4.5% of Dominguez Wealth Management Solutions Inc.’s investment portfolio, making the stock its 6th largest holding. Dominguez Wealth Management Solutions Inc. owned approximately 0.94% of Innovator Defined Wealth Shield ETF worth $5,768,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in BALT. Core Wealth Advisors Inc. bought a new position in Innovator Defined Wealth Shield ETF in the 4th quarter worth approximately $149,000. Fermata Advisors LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF during the fourth quarter valued at approximately $233,000. Independent Wealth Network Inc. bought a new stake in shares of Innovator Defined Wealth Shield ETF during the fourth quarter valued at approximately $270,000. Madison Wealth Partners Inc bought a new stake in shares of Innovator Defined Wealth Shield ETF during the fourth quarter valued at approximately $276,000. Finally, Koshinski Asset Management Inc. increased its position in shares of Innovator Defined Wealth Shield ETF by 50.7% during the fourth quarter. Koshinski Asset Management Inc. now owns 11,516 shares of the company’s stock valued at $329,000 after purchasing an additional 3,875 shares during the period.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BALT traded up $0.06 on Monday, reaching $30.09. 688,078 shares of the stock traded hands. The firm has a market cap of $654.46 million, a price-to-earnings ratio of 21.98 and a beta of 0.18. The stock’s 50 day moving average is $29.52 and its 200-day moving average is $29.12.

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.