Pachira Investments Inc. Has $3.29 Million Position in Innovator Defined Wealth Shield ETF $BALT

Pachira Investments Inc. increased its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 133.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 98,313 shares of the company’s stock after acquiring an additional 56,203 shares during the quarter. Innovator Defined Wealth Shield ETF comprises 1.6% of Pachira Investments Inc.’s portfolio, making the stock its 20th biggest holding. Pachira Investments Inc. owned 0.21% of Innovator Defined Wealth Shield ETF worth $3,294,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the business. Raymond James Financial Inc. increased its holdings in shares of Innovator Defined Wealth Shield ETF by 24.5% during the 3rd quarter. Raymond James Financial Inc. now owns 2,104,517 shares of the company’s stock worth $69,070,000 after acquiring an additional 413,938 shares during the last quarter. Envestnet Asset Management Inc. increased its holdings in shares of Innovator Defined Wealth Shield ETF by 6.3% during the 3rd quarter. Envestnet Asset Management Inc. now owns 1,825,207 shares of the company’s stock worth $59,903,000 after acquiring an additional 107,652 shares during the last quarter. Orion Porfolio Solutions LLC increased its holdings in shares of Innovator Defined Wealth Shield ETF by 14.7% during the 3rd quarter. Orion Porfolio Solutions LLC now owns 965,795 shares of the company’s stock worth $31,697,000 after acquiring an additional 124,004 shares during the last quarter. Reliant Wealth Planning increased its holdings in shares of Innovator Defined Wealth Shield ETF by 2,527.0% during the 3rd 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 during the last quarter. Finally, Crown Wealth Group LLC increased its holdings in shares of Innovator Defined Wealth Shield ETF by 7.8% during the 4th quarter. Crown Wealth Group LLC now owns 948,772 shares of the company’s stock worth $31,793,000 after acquiring an additional 68,682 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

BALT stock opened at $33.99 on Monday. The firm has a market capitalization of $1.58 billion, a PE ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 1-year low of $31.43 and a 1-year high of $34.00. The business’s 50 day simple moving average is $33.69 and its 200 day simple moving average is $33.45.

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.