BFI Wealth Solutions LLC Takes Position in Innovator Defined Wealth Shield ETF $BALT

BFI Wealth Solutions LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 22,515 shares of the company’s stock, valued at approximately $754,000.

Several other large investors also recently modified their holdings of BALT. JPMorgan Chase & Co. grew its holdings in Innovator Defined Wealth Shield ETF by 46,021.3% during the fourth quarter. JPMorgan Chase & Co. now owns 4,025,929 shares of the company’s stock valued at $134,909,000 after purchasing an additional 4,017,200 shares during the period. Osaic Holdings Inc. increased its position in Innovator Defined Wealth Shield ETF by 4.8% in the fourth quarter. Osaic Holdings Inc. now owns 2,441,139 shares of the company’s stock worth $81,802,000 after buying an additional 111,344 shares during the last quarter. Raymond James Financial Inc. raised its stake in shares of Innovator Defined Wealth Shield ETF by 24.5% in the third quarter. Raymond James Financial Inc. now owns 2,104,517 shares of the company’s stock valued at $69,070,000 after buying an additional 413,938 shares during the period. Cetera Investment Advisers raised its stake in shares of Innovator Defined Wealth Shield ETF by 22.7% in the fourth quarter. Cetera Investment Advisers now owns 1,528,969 shares of the company’s stock valued at $51,236,000 after buying an additional 282,713 shares during the period. Finally, Foundations Investment Advisors LLC raised its stake in shares of Innovator Defined Wealth Shield ETF by 129.2% in the fourth quarter. Foundations Investment Advisors LLC now owns 1,226,639 shares of the company’s stock valued at $41,105,000 after buying an additional 691,493 shares during the period.

Innovator Defined Wealth Shield ETF Price Performance

Shares of BATS BALT opened at $34.25 on Friday. The stock has a market capitalization of $1.59 billion, a PE ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a one year low of $32.00 and a one year high of $34.25. The business’s fifty day moving average price is $34.03 and its 200-day moving average price is $33.72.

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.