Dominguez Wealth Management Solutions Inc. grew its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 8.9% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 243,336 shares of the company’s stock after purchasing an additional 19,861 shares during the quarter. Innovator Defined Wealth Shield ETF makes up about 5.1% of Dominguez Wealth Management Solutions Inc.’s holdings, making the stock its 6th biggest position. Dominguez Wealth Management Solutions Inc.’s holdings in Innovator Defined Wealth Shield ETF were worth $7,986,000 as of its most recent filing with the Securities and Exchange Commission.
Several other large investors have also modified their holdings of the stock. Northwestern Mutual Wealth Management Co. purchased a new position in shares of Innovator Defined Wealth Shield ETF in the 1st quarter valued at $42,000. Hazlett Burt & Watson Inc. lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 69.3% in the 2nd quarter. Hazlett Burt & Watson Inc. now owns 1,287 shares of the company’s stock valued at $42,000 after purchasing an additional 527 shares during the last quarter. Alaska Permanent Capital Management LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF in the 2nd quarter valued at about $167,000. Mattson Financial Services LLC purchased a new position in Innovator Defined Wealth Shield ETF during the 1st quarter worth approximately $176,000. Finally, NBT Bank N A NY purchased a new position in Innovator Defined Wealth Shield ETF during the 2nd quarter worth approximately $201,000.
Innovator Defined Wealth Shield ETF Trading Up 7.5%
Shares of BATS BALT opened at $33.23 on Tuesday. The stock has a market cap of $1.54 billion, a P/E ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a twelve month low of $29.35 and a twelve month high of $32.34. The stock has a 50 day moving average of $33.01 and a two-hundred day moving average of $32.60.
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.
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