Applied Capital LLC Purchases 22,302 Shares of Innovator Defined Wealth Shield ETF $BALT

Applied Capital LLC grew its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 61.4% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 58,601 shares of the company’s stock after purchasing an additional 22,302 shares during the quarter. Innovator Defined Wealth Shield ETF comprises 0.8% of Applied Capital LLC’s portfolio, making the stock its 18th biggest holding. Applied Capital LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $1,923,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in BALT. Northwestern Mutual Wealth Management Co. acquired a new stake in Innovator Defined Wealth Shield ETF in the 1st quarter valued at approximately $42,000. Hazlett Burt & Watson Inc. boosted its position in shares of Innovator Defined Wealth Shield ETF by 69.3% in the second quarter. Hazlett Burt & Watson Inc. now owns 1,287 shares of the company’s stock valued at $42,000 after acquiring an additional 527 shares during the period. Alaska Permanent Capital Management LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF in the second quarter worth $167,000. Mattson Financial Services LLC bought a new position in Innovator Defined Wealth Shield ETF during the first quarter worth $176,000. Finally, NBT Bank N A NY bought a new position in Innovator Defined Wealth Shield ETF during the second quarter worth $201,000.

Innovator Defined Wealth Shield ETF Price Performance

Shares of Innovator Defined Wealth Shield ETF stock opened at $33.52 on Friday. The company has a market cap of $1.56 billion, a PE ratio of 24.42 and a beta of 0.14. The firm has a fifty day moving average price of $33.17 and a two-hundred day moving average price of $32.73. Innovator Defined Wealth Shield ETF has a fifty-two week low of $29.35 and a fifty-two week high of $32.34.

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.