Commonwealth Equity Services LLC Has $34.88 Million Stake in Innovator Defined Wealth Shield ETF (BATS:BALT)

Commonwealth Equity Services LLC boosted its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 4.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,110,130 shares of the company’s stock after purchasing an additional 48,731 shares during the quarter. Commonwealth Equity Services LLC owned about 0.05% of Innovator Defined Wealth Shield ETF worth $34,880,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in BALT. Kingsview Wealth Management LLC boosted its stake in Innovator Defined Wealth Shield ETF by 669.6% during the 3rd quarter. Kingsview Wealth Management LLC now owns 1,653,091 shares of the company’s stock valued at $50,965,000 after purchasing an additional 1,438,282 shares during the period. Wealthquest Corp boosted its stake in Innovator Defined Wealth Shield ETF by 49.6% during the 4th quarter. Wealthquest Corp now owns 3,079,887 shares of the company’s stock valued at $96,770,000 after purchasing an additional 1,021,486 shares during the period. Raymond James Financial Inc. bought a new stake in Innovator Defined Wealth Shield ETF during the 4th quarter valued at approximately $24,971,000. Compass Advisory Group LLC boosted its stake in Innovator Defined Wealth Shield ETF by 1,309.4% during the 4th quarter. Compass Advisory Group LLC now owns 654,883 shares of the company’s stock valued at $20,576,000 after purchasing an additional 608,418 shares during the period. Finally, Gradient Investments LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF in the 4th quarter worth approximately $17,223,000.

Innovator Defined Wealth Shield ETF Trading Down 0.2 %

Shares of BALT stock opened at $31.37 on Friday. The stock has a 50 day moving average of $31.64 and a two-hundred day moving average of $31.24. Innovator Defined Wealth Shield ETF has a 12 month low of $28.96 and a 12 month high of $31.99. The company has a market capitalization of $1.19 billion, a P/E ratio of 27.00 and a beta of 0.13.

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.