Paladin Wealth LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 9,154 shares of the company’s stock, valued at approximately $288,000.
A number of other hedge funds have also recently modified their holdings of the stock. WorthPointe LLC boosted its stake in shares of Innovator Defined Wealth Shield ETF by 4.9% during the 3rd quarter. WorthPointe LLC now owns 13,736 shares of the company’s stock worth $423,000 after acquiring an additional 640 shares in the last quarter. Allworth Financial LP lifted its holdings in Innovator Defined Wealth Shield ETF by 5.6% in the 3rd quarter. Allworth Financial LP now owns 12,142 shares of the company’s stock valued at $374,000 after purchasing an additional 642 shares in the last quarter. OneDigital Investment Advisors LLC boosted its stake in Innovator Defined Wealth Shield ETF by 4.2% during the 3rd quarter. OneDigital Investment Advisors LLC now owns 25,000 shares of the company’s stock worth $771,000 after purchasing an additional 1,000 shares during the last quarter. Rovin Capital UT ADV grew its holdings in shares of Innovator Defined Wealth Shield ETF by 1.5% during the fourth quarter. Rovin Capital UT ADV now owns 71,565 shares of the company’s stock worth $2,248,000 after buying an additional 1,051 shares in the last quarter. Finally, Dominguez Wealth Management Solutions Inc. raised its position in shares of Innovator Defined Wealth Shield ETF by 0.5% in the fourth quarter. Dominguez Wealth Management Solutions Inc. now owns 203,314 shares of the company’s stock valued at $6,388,000 after buying an additional 1,088 shares during the last quarter.
Innovator Defined Wealth Shield ETF Stock Up 1.0 %
BALT opened at $31.77 on Tuesday. The stock’s fifty day simple moving average is $31.53 and its 200-day simple moving average is $31.00. The firm has a market capitalization of $690.89 million, a price-to-earnings ratio of 21.98 and a beta of 0.18.
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.
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