10,030 Shares in Innovator Defined Wealth Shield ETF (BATS:BALT) Acquired by Triad Wealth Partners LLC

Triad Wealth Partners LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 10,030 shares of the company’s stock, valued at approximately $315,000.

A number of other institutional investors and hedge funds have also modified their holdings of the business. WorthPointe LLC raised its stake in shares of Innovator Defined Wealth Shield ETF by 4.9% during the third quarter. WorthPointe LLC now owns 13,736 shares of the company’s stock worth $423,000 after buying an additional 640 shares during the last quarter. Focus Financial Network Inc. raised its stake in shares of Innovator Defined Wealth Shield ETF by 3.7% during the fourth quarter. Focus Financial Network Inc. now owns 25,015 shares of the company’s stock worth $786,000 after buying an additional 890 shares during the last quarter. OneDigital Investment Advisors LLC raised its stake in shares of Innovator Defined Wealth Shield ETF by 4.2% during the third quarter. OneDigital Investment Advisors LLC now owns 25,000 shares of the company’s stock worth $771,000 after buying an additional 1,000 shares during the last quarter. Rovin Capital UT ADV raised its stake 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 during the last quarter. Finally, Dominguez Wealth Management Solutions Inc. increased its stake in 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 purchasing an additional 1,088 shares in the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BATS:BALT opened at $31.64 on Thursday. The company has a 50 day moving average price of $31.65 and a two-hundred day moving average price of $31.20. The company has a market capitalization of $1.20 billion, a PE ratio of 27.00 and a beta of 0.13. Innovator Defined Wealth Shield ETF has a 52 week low of $28.96 and a 52 week high of $31.99.

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.