Innovator Defined Wealth Shield ETF $BALT Shares Newly Purchased by Verdence Capital Advisors LLC

Verdence Capital Advisors LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 31,320 shares of the company’s stock, valued at approximately $1,095,000. Verdence Capital Advisors LLC owned 0.07% of Innovator Defined Wealth Shield ETF as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of BALT. Wealthquest Corp grew its holdings in shares of Innovator Defined Wealth Shield ETF by 36.9% during the 1st quarter. Wealthquest Corp now owns 3,233,718 shares of the company’s stock worth $108,216,000 after purchasing an additional 871,138 shares in the last quarter. Cetera Investment Advisers raised its stake in shares of Innovator Defined Wealth Shield ETF by 4.1% in the first quarter. Cetera Investment Advisers now owns 1,592,364 shares of the company’s stock valued at $53,288,000 after acquiring an additional 63,395 shares during the last quarter. Crown Wealth Group LLC raised its position in Innovator Defined Wealth Shield ETF by 9.0% in the 3rd quarter. Crown Wealth Group LLC now owns 1,066,604 shares of the company’s stock valued at $37,278,000 after purchasing an additional 87,734 shares during the last quarter. Reliant Wealth Planning lifted its position in Innovator Defined Wealth Shield ETF by 2.9% during the 1st quarter. Reliant Wealth Planning now owns 1,005,348 shares of the company’s stock worth $33,644,000 after buying an additional 28,171 shares in the last quarter. Finally, Kure Advisory LLC increased its position in Innovator Defined Wealth Shield ETF by 3.7% in the 3rd quarter. Kure Advisory LLC now owns 768,852 shares of the company’s stock valued at $26,871,000 after acquiring an additional 27,536 shares in the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

BATS BALT opened at $35.10 on Thursday. The firm has a market cap of $1.63 billion, a P/E ratio of 24.42 and a beta of 0.14. The stock’s 50-day moving average is $34.89 and its 200-day moving average is $34.21. Innovator Defined Wealth Shield ETF has a one year low of $32.79 and a one year high of $35.15.

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.