Innovator Defined Wealth Shield ETF $BALT Shares Purchased by NewEdge Advisors LLC

NewEdge Advisors LLC boosted its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 42.8% during the second quarter, HoldingsChannel.com reports. The fund owned 716,670 shares of the company’s stock after acquiring an additional 214,836 shares during the period. NewEdge Advisors LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $24,560,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. JPMorgan Chase & Co. raised its position in shares of Innovator Defined Wealth Shield ETF by 46,021.3% during the 4th quarter. JPMorgan Chase & Co. now owns 4,025,929 shares of the company’s stock worth $134,909,000 after purchasing an additional 4,017,200 shares during the period. Wealthquest Corp lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 36.9% in the 1st quarter. Wealthquest Corp now owns 3,233,718 shares of the company’s stock worth $108,216,000 after purchasing an additional 871,138 shares during the last quarter. Foundations Investment Advisors LLC boosted its position in Innovator Defined Wealth Shield ETF by 129.2% during the 4th quarter. Foundations Investment Advisors LLC now owns 1,226,639 shares of the company’s stock valued at $41,105,000 after purchasing an additional 691,493 shares during the period. Lee Johnson Capital Management LLC boosted its position in Innovator Defined Wealth Shield ETF by 70.7% during the 1st quarter. Lee Johnson Capital Management LLC now owns 1,402,959 shares of the company’s stock valued at $46,950,000 after purchasing an additional 580,979 shares during the period. Finally, Personal CFO Solutions LLC bought a new position in Innovator Defined Wealth Shield ETF during the 1st quarter worth $18,415,000.

Innovator Defined Wealth Shield ETF Price Performance

Shares of BATS BALT opened at $34.68 on Friday. Innovator Defined Wealth Shield ETF has a 1-year low of $32.67 and a 1-year high of $34.85. The business’s fifty day moving average price is $34.56 and its two-hundred day moving average price is $34.14. The firm has a market capitalization of $1.61 billion, a PE ratio of 24.42 and a beta of 0.14.

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.