DAVENPORT & Co LLC increased its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 21.8% during the third quarter, HoldingsChannel.com reports. The fund owned 107,630 shares of the company’s stock after buying an additional 19,287 shares during the period. DAVENPORT & Co LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $3,532,000 at the end of the most recent reporting period.
Other hedge funds also recently bought and sold shares of the company. Bison Wealth LLC lifted its stake in Innovator Defined Wealth Shield ETF by 73.5% in the 4th quarter. Bison Wealth LLC now owns 41,232 shares of the company’s stock worth $1,296,000 after purchasing an additional 17,464 shares in the last quarter. Northwestern Mutual Wealth Management Co. acquired a new stake in shares of Innovator Defined Wealth Shield ETF in the first quarter valued at approximately $42,000. Insight Wealth Partners LLC purchased a new position in Innovator Defined Wealth Shield ETF during the first quarter worth approximately $388,000. Core Wealth Advisors Inc. boosted its stake in Innovator Defined Wealth Shield ETF by 23.5% during the first quarter. Core Wealth Advisors Inc. now owns 135,839 shares of the company’s stock worth $4,263,000 after buying an additional 25,859 shares during the last quarter. Finally, AQR Capital Management LLC purchased a new stake in Innovator Defined Wealth Shield ETF in the 1st quarter valued at $347,000.
Innovator Defined Wealth Shield ETF Stock Up 8.3%
Shares of BALT opened at $33.48 on Friday. Innovator Defined Wealth Shield ETF has a 52-week low of $29.35 and a 52-week high of $32.34. The stock has a fifty day simple moving average of $33.11 and a two-hundred day simple moving average of $32.68. The company has a market capitalization of $1.55 billion, a PE ratio of 24.42 and a beta of 0.14.
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.
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Want to see what other hedge funds are holding BALT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report).
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