Innovator Defined Wealth Shield ETF $BALT Shares Purchased by AE Wealth Management LLC

AE Wealth Management LLC boosted its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 9.4% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 540,794 shares of the company’s stock after buying an additional 46,427 shares during the quarter. AE Wealth Management LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $17,749,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Hazlett Burt & Watson Inc. lifted its holdings in Innovator Defined Wealth Shield ETF by 69.3% during the second 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 in the last quarter. Geneos Wealth Management Inc. acquired a new position in shares of Innovator Defined Wealth Shield ETF during the third quarter valued at approximately $90,000. Alaska Permanent Capital Management LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF in the second quarter valued at approximately $167,000. NBT Bank N A NY purchased a new position in shares of Innovator Defined Wealth Shield ETF in the second quarter valued at approximately $201,000. Finally, NWF Advisory Services Inc. acquired a new stake in shares of Innovator Defined Wealth Shield ETF in the third quarter worth approximately $201,000.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BALT opened at $33.72 on Friday. The stock has a 50 day moving average price of $33.41 and a 200 day moving average price of $32.93. Innovator Defined Wealth Shield ETF has a one year low of $29.35 and a one year high of $32.34. The stock has a market capitalization of $1.57 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14.

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.