Cwm LLC Acquires 104,822 Shares of Innovator Defined Wealth Shield ETF $BALT

Cwm LLC increased its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 15.4% in the fourth quarter, HoldingsChannel reports. The firm owned 787,260 shares of the company’s stock after buying an additional 104,822 shares during the period. Cwm LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $26,381,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Balance Wealth LLC grew its holdings in Innovator Defined Wealth Shield ETF by 2.0% during the fourth quarter. Balance Wealth LLC now owns 23,001 shares of the company’s stock worth $771,000 after purchasing an additional 457 shares during the period. O Connor Financial Group LLC grew its holdings in Innovator Defined Wealth Shield ETF by 2.6% during the third quarter. O Connor Financial Group LLC now owns 20,633 shares of the company’s stock worth $677,000 after purchasing an additional 523 shares during the period. Stephens Inc. AR grew its holdings in Innovator Defined Wealth Shield ETF by 3.4% during the third quarter. Stephens Inc. AR now owns 16,893 shares of the company’s stock worth $554,000 after purchasing an additional 555 shares during the period. Signal Advisors Wealth LLC grew its holdings in Innovator Defined Wealth Shield ETF by 9.6% during the third quarter. Signal Advisors Wealth LLC now owns 6,980 shares of the company’s stock worth $229,000 after purchasing an additional 610 shares during the period. Finally, Nikulski Financial Inc. grew its holdings in Innovator Defined Wealth Shield ETF by 10.3% during the second quarter. Nikulski Financial Inc. now owns 7,700 shares of the company’s stock worth $247,000 after purchasing an additional 720 shares during the period.

Innovator Defined Wealth Shield ETF Stock Up 0.1%

Shares of BALT stock opened at $33.87 on Friday. The firm has a 50 day moving average price of $33.64 and a two-hundred day moving average price of $33.37. The company has a market capitalization of $1.57 billion, a PE ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 12-month low of $30.81 and a 12-month high of $33.87.

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.