Winnow Wealth LLC Buys New Shares in Innovator Defined Wealth Shield ETF $BALT

Winnow Wealth LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 158,327 shares of the company’s stock, valued at approximately $5,225,000. Innovator Defined Wealth Shield ETF accounts for 4.1% of Winnow Wealth LLC’s investment portfolio, making the stock its 6th biggest position. Winnow Wealth LLC owned approximately 0.34% of Innovator Defined Wealth Shield ETF as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Foundations Investment Advisors LLC grew its position in shares of Innovator Defined Wealth Shield ETF by 99.4% during the third quarter. Foundations Investment Advisors LLC now owns 535,146 shares of the company’s stock worth $17,563,000 after buying an additional 266,823 shares in the last quarter. AE Wealth Management LLC lifted its stake in Innovator Defined Wealth Shield ETF by 9.4% in the third quarter. AE Wealth Management LLC now owns 540,794 shares of the company’s stock worth $17,749,000 after acquiring an additional 46,427 shares during the last quarter. Archer Investment Corp acquired a new position in Innovator Defined Wealth Shield ETF during the 3rd quarter worth approximately $4,667,000. Belpointe Asset Management LLC acquired a new position in Innovator Defined Wealth Shield ETF during the 3rd quarter worth approximately $5,658,000. Finally, NWF Advisory Services Inc. purchased a new stake in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter valued at approximately $201,000.

Innovator Defined Wealth Shield ETF Trading Up 9.0%

Shares of BALT opened at $33.70 on Friday. The firm has a market capitalization of $1.57 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. The firm’s fifty day simple moving average is $33.43 and its 200-day simple moving average is $32.94. Innovator Defined Wealth Shield ETF has a twelve month low of $29.35 and a twelve month high of $32.34.

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.