Patriot Financial Group Insurance Agency LLC raised its position in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 236.3% during the first quarter, according to its most recent 13F filing with the SEC. The fund owned 24,738 shares of the company’s stock after buying an additional 17,381 shares during the period. Patriot Financial Group Insurance Agency LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $828,000 as of its most recent filing with the SEC.
Other hedge funds and other institutional investors also recently made changes to their positions in the company. Motiv8 Investments LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF during the fourth quarter worth $44,000. Accurate Wealth Management LLC acquired a new stake in Innovator Defined Wealth Shield ETF in the fourth quarter worth about $206,000. Betterment LLC bought a new stake in Innovator Defined Wealth Shield ETF during the 3rd quarter worth about $207,000. Csenge Advisory Group bought a new stake in Innovator Defined Wealth Shield ETF during the 4th quarter worth about $226,000. Finally, Kestra Investment Management LLC acquired a new position in Innovator Defined Wealth Shield ETF during the 4th quarter valued at about $230,000.
Innovator Defined Wealth Shield ETF Stock Performance
Innovator Defined Wealth Shield ETF stock opened at $34.27 on Wednesday. The company has a market cap of $1.59 billion, a PE ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 1 year low of $32.04 and a 1 year high of $34.36. The company’s 50-day moving average is $34.11 and its two-hundred day moving average is $33.78.
Innovator Defined Wealth Shield ETF Company 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.
See Also
- Five stocks we like better than Innovator Defined Wealth Shield ETF
- NextEra’s Dominion Deal Could Put It at the Center of the AI Power Race
- Amazon Could Be About to Reap the Rewards of a Software Spending Boom
- Best Buy’s Turnaround Is Gaining Traction, But Wall Street Still Needs Proof
- AI Fears Hit Nebius Stock, But Has the Growth Thesis Changed?
Want to see what other hedge funds are holding BALT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report).
Receive News & Ratings for Innovator Defined Wealth Shield ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Innovator Defined Wealth Shield ETF and related companies with MarketBeat.com's FREE daily email newsletter.
