Alaska Permanent Capital Management LLC Invests $167,000 in Innovator Defined Wealth Shield ETF $BALT

Alaska Permanent Capital Management LLC bought a new stake in Innovator Defined Wealth Shield ETF (BATS:BALT) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor bought 5,198 shares of the company’s stock, valued at approximately $167,000. Innovator Defined Wealth Shield ETF comprises about 0.0% of Alaska Permanent Capital Management LLC’s holdings, making the stock its 29th largest position.

A number of other institutional investors also recently bought and sold shares of BALT. Bison Wealth LLC lifted its stake in Innovator Defined Wealth Shield ETF by 73.5% during the 4th quarter. Bison Wealth LLC now owns 41,232 shares of the company’s stock valued at $1,296,000 after acquiring an additional 17,464 shares during the period. Wealth Enhancement Advisory Services LLC acquired a new position in Innovator Defined Wealth Shield ETF during the first quarter valued at $521,000. Madison Wealth Partners Inc boosted its holdings in Innovator Defined Wealth Shield ETF by 16.9% in the first quarter. Madison Wealth Partners Inc now owns 41,501 shares of the company’s stock valued at $1,302,000 after purchasing an additional 6,010 shares during the last quarter. Cambridge Investment Research Advisors Inc. grew its position in Innovator Defined Wealth Shield ETF by 7.0% during the 1st quarter. Cambridge Investment Research Advisors Inc. now owns 90,709 shares of the company’s stock worth $2,846,000 after purchasing an additional 5,935 shares during the period. Finally, Prairie Wealth Advisors Inc. raised its stake in shares of Innovator Defined Wealth Shield ETF by 131.4% during the 1st quarter. Prairie Wealth Advisors Inc. now owns 220,581 shares of the company’s stock valued at $6,922,000 after buying an additional 125,256 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Up 6.2%

Shares of BALT opened at $32.83 on Monday. The company has a market capitalization 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 stock’s 50-day moving average price is $32.68 and its 200-day moving average price is $32.10.

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.