First Heartland Consultants Inc. Has $3.63 Million Position in Innovator Defined Wealth Shield ETF $BALT

First Heartland Consultants Inc. raised its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 140.7% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 106,050 shares of the company’s stock after acquiring an additional 61,986 shares during the quarter. First Heartland Consultants Inc.’s holdings in Innovator Defined Wealth Shield ETF were worth $3,634,000 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. JPMorgan Chase & Co. boosted its stake in shares of Innovator Defined Wealth Shield ETF by 46,021.3% in the 4th quarter. JPMorgan Chase & Co. now owns 4,025,929 shares of the company’s stock valued at $134,909,000 after purchasing an additional 4,017,200 shares in the last quarter. Wealthquest Corp increased its position in shares of Innovator Defined Wealth Shield ETF by 36.9% during 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 in the last quarter. Osaic Holdings Inc. increased its position in shares of Innovator Defined Wealth Shield ETF by 4.8% during the 4th quarter. Osaic Holdings Inc. now owns 2,441,139 shares of the company’s stock worth $81,802,000 after purchasing an additional 111,344 shares in the last quarter. Raymond James Financial Inc. lifted its holdings in Innovator Defined Wealth Shield ETF by 24.5% during the 3rd quarter. Raymond James Financial Inc. now owns 2,104,517 shares of the company’s stock valued at $69,070,000 after purchasing an additional 413,938 shares during the last quarter. Finally, Cetera Investment Advisers lifted its holdings in Innovator Defined Wealth Shield ETF by 4.1% during the 1st quarter. Cetera Investment Advisers now owns 1,592,364 shares of the company’s stock valued at $53,288,000 after purchasing an additional 63,395 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Up 0.1%

BATS:BALT opened at $34.67 on Friday. The firm has a market cap of $1.61 billion, a PE ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 12 month low of $32.37 and a 12 month high of $34.73. The company’s 50-day moving average price is $34.32 and its two-hundred day moving average price is $33.96.

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.