Innovator Defined Wealth Shield ETF $BALT Shares Purchased by CoreCap Advisors LLC

CoreCap Advisors LLC increased its stake in Innovator Defined Wealth Shield ETF (BATS:BALT) by 12.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 132,873 shares of the company’s stock after acquiring an additional 15,079 shares during the period. CoreCap Advisors LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $4,453,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in BALT. GGM Financials LLC acquired a new stake in Innovator Defined Wealth Shield ETF in the third quarter worth approximately $33,000. Caitlin John LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter valued at $78,000. Geneos Wealth Management Inc. acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter valued at $90,000. NWF Advisory Services Inc. bought a new stake in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter worth $201,000. Finally, Optima Capital LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF in the third quarter valued at $207,000.

Innovator Defined Wealth Shield ETF Price Performance

Shares of BALT stock opened at $33.44 on Friday. The stock has a 50-day simple moving average of $33.65 and a 200 day simple moving average of $33.28. The stock has a market capitalization of $1.55 billion, a P/E ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a fifty-two week low of $30.07 and a fifty-two week high of $33.84.

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.