Split Rock Private Trading & Wealth Management LLC Makes New Investment in Innovator Defined Wealth Shield ETF $BALT

Split Rock Private Trading & Wealth Management LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 57,051 shares of the company’s stock, valued at approximately $1,994,000. Innovator Defined Wealth Shield ETF accounts for approximately 1.3% of Split Rock Private Trading & Wealth Management LLC’s portfolio, making the stock its 17th largest holding. Split Rock Private Trading & Wealth Management LLC owned approximately 0.12% of Innovator Defined Wealth Shield ETF as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Comprehensive Financial Consultants Institutional Inc. boosted its stake in Innovator Defined Wealth Shield ETF by 16.6% during the 3rd quarter. Comprehensive Financial Consultants Institutional Inc. now owns 131,175 shares of the company’s stock valued at $4,585,000 after purchasing an additional 18,689 shares during the period. Weaver Capital Management LLC acquired a new stake in Innovator Defined Wealth Shield ETF in the 3rd quarter valued at approximately $78,000. Family Office Research LLC grew its holdings in Innovator Defined Wealth Shield ETF by 67.7% in the 3rd quarter. Family Office Research LLC now owns 171,004 shares of the company’s stock valued at $5,995,000 after buying an additional 69,022 shares during the last quarter. Triumph Capital Management grew its holdings in Innovator Defined Wealth Shield ETF by 18.0% in the 3rd quarter. Triumph Capital Management now owns 77,784 shares of the company’s stock valued at $2,719,000 after buying an additional 11,865 shares during the last quarter. Finally, Krilogy Financial LLC bought a new position in Innovator Defined Wealth Shield ETF in the 3rd quarter worth approximately $1,354,000.

Innovator Defined Wealth Shield ETF Stock Up 0.1%

Shares of BATS BALT opened at $35.06 on Friday. The business’s 50 day moving average is $34.83 and its two-hundred day moving average is $34.37. The company has a market cap of $1.63 billion, a P/E ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 12 month low of $32.73 and a 12 month high of $35.15.

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.