Beam Wealth Advisors Inc. bought a new position in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 20,898 shares of the company’s stock, valued at approximately $730,000.
A number of other hedge funds and other institutional investors have also recently modified their holdings of BALT. Root Financial Partners LLC bought a new position in shares of Innovator Defined Wealth Shield ETF in the third quarter valued at approximately $55,000. Physician Wealth Advisors Inc. purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the third quarter valued at approximately $65,000. Waverly Advisors LLC bought a new stake in Innovator Defined Wealth Shield ETF during the first quarter worth $68,000. Noble Wealth Management PBC lifted its holdings in Innovator Defined Wealth Shield ETF by 18.4% during the second quarter. Noble Wealth Management PBC now owns 2,250 shares of the company’s stock worth $77,000 after acquiring an additional 350 shares during the period. Finally, Weaver Capital Management LLC bought a new stake in Innovator Defined Wealth Shield ETF during the third quarter worth $78,000.
Innovator Defined Wealth Shield ETF Trading Up 0.2%
BALT stock opened at $34.78 on Friday. The stock’s fifty day simple moving average is $34.92 and its two-hundred day simple moving average is $34.25. Innovator Defined Wealth Shield ETF has a 1-year low of $32.79 and a 1-year high of $35.15. The stock has a market cap of $3.26 billion, a P/E ratio of 24.42 and a beta of 0.14.
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.
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