Vantage Financial Partners LLC Purchases 20,648 Shares of Innovator Defined Wealth Shield ETF $BALT

Vantage Financial Partners LLC lifted its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 53.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 59,564 shares of the company’s stock after purchasing an additional 20,648 shares during the quarter. Vantage Financial Partners LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $1,996,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of BALT. Reliant Wealth Planning boosted its stake in Innovator Defined Wealth Shield ETF by 2,527.0% during the third quarter. Reliant Wealth Planning now owns 957,346 shares of the company’s stock worth $31,420,000 after buying an additional 920,903 shares in the last quarter. Raymond James Financial Inc. raised its stake in shares of Innovator Defined Wealth Shield ETF by 24.5% in the 3rd quarter. Raymond James Financial Inc. now owns 2,104,517 shares of the company’s stock valued at $69,070,000 after buying an additional 413,938 shares in the last quarter. NewEdge Advisors LLC raised its stake in shares of Innovator Defined Wealth Shield ETF by 324.2% in the 3rd quarter. NewEdge Advisors LLC now owns 412,363 shares of the company’s stock valued at $13,534,000 after buying an additional 315,155 shares in the last quarter. Kingsview Wealth Management LLC lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 58.6% during the 3rd quarter. Kingsview Wealth Management LLC now owns 845,829 shares of the company’s stock worth $27,760,000 after acquiring an additional 312,476 shares during the period. Finally, Foundations Investment Advisors LLC lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 99.4% during the 3rd quarter. Foundations Investment Advisors LLC now owns 535,146 shares of the company’s stock worth $17,563,000 after acquiring an additional 266,823 shares during the period.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of Innovator Defined Wealth Shield ETF stock opened at $34.01 on Friday. The firm has a market cap of $1.58 billion, a P/E ratio of 24.42 and a beta of 0.14. The firm’s 50-day simple moving average is $33.70 and its 200-day simple moving average is $33.48. Innovator Defined Wealth Shield ETF has a twelve month low of $31.54 and a twelve month high of $34.07.

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.