Innovator Defined Wealth Shield ETF $BALT Shares Acquired by Legacy Wealth Managment LLC ID

Legacy Wealth Managment LLC ID increased its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 3,617.7% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 99,113 shares of the company’s stock after acquiring an additional 96,447 shares during the period. Innovator Defined Wealth Shield ETF makes up about 2.2% of Legacy Wealth Managment LLC ID’s investment portfolio, making the stock its 12th biggest position. Legacy Wealth Managment LLC ID owned approximately 0.22% of Innovator Defined Wealth Shield ETF worth $3,110,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of the company. NewEdge Advisors LLC grew its holdings in shares of Innovator Defined Wealth Shield ETF by 17.1% in the 1st quarter. NewEdge Advisors LLC now owns 47,367 shares of the company’s stock worth $1,486,000 after acquiring an additional 6,922 shares during the period. AQR Capital Management LLC acquired a new stake in Innovator Defined Wealth Shield ETF in the 1st quarter valued at about $347,000. Core Wealth Advisors Inc. grew its stake in Innovator Defined Wealth Shield ETF by 23.5% in the 1st quarter. Core Wealth Advisors Inc. now owns 135,839 shares of the company’s stock valued at $4,263,000 after acquiring an additional 25,859 shares during the last quarter. Insight Wealth Partners LLC acquired a new stake in Innovator Defined Wealth Shield ETF in the 1st quarter valued at about $388,000. Finally, Triad Wealth Partners LLC grew its stake in Innovator Defined Wealth Shield ETF by 93.6% in the 1st quarter. Triad Wealth Partners LLC now owns 19,416 shares of the company’s stock valued at $609,000 after acquiring an additional 9,386 shares during the last quarter.

Innovator Defined Wealth Shield ETF Trading Up 5.5%

Shares of BATS BALT opened at $32.64 on Friday. The stock has a market cap of $1.52 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 52 week low of $29.35 and a 52 week high of $32.34. The company’s 50-day moving average price is $32.37 and its 200 day moving average price is $31.83.

About Innovator Defined Wealth Shield ETF

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.