Rockefeller Capital Management L.P. Has $2.52 Million Stock Position in Innovator Defined Wealth Shield ETF $BALT

Rockefeller Capital Management L.P. grew its stake in Innovator Defined Wealth Shield ETF (BATS:BALT) by 4,189.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 75,100 shares of the company’s stock after purchasing an additional 73,349 shares during the period. Rockefeller Capital Management L.P. owned approximately 0.16% of Innovator Defined Wealth Shield ETF worth $2,517,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of BALT. Integrity Advisory Solutions LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter worth about $3,404,000. Galvin Gaustad & Stein LLC acquired a new position in Innovator Defined Wealth Shield ETF in the fourth quarter valued at about $659,000. AE Wealth Management LLC boosted its position in Innovator Defined Wealth Shield ETF by 27.3% in the fourth quarter. AE Wealth Management LLC now owns 688,541 shares of the company’s stock valued at $23,073,000 after buying an additional 147,747 shares in the last quarter. Farther Finance Advisors LLC grew its stake in Innovator Defined Wealth Shield ETF by 16.9% during the fourth quarter. Farther Finance Advisors LLC now owns 211,740 shares of the company’s stock worth $7,095,000 after buying an additional 30,644 shares during the last quarter. Finally, BCS Wealth Management grew its stake in Innovator Defined Wealth Shield ETF by 78.6% during the fourth quarter. BCS Wealth Management now owns 63,887 shares of the company’s stock worth $2,141,000 after buying an additional 28,107 shares during the last quarter.

Innovator Defined Wealth Shield ETF Trading Up 0.0%

BATS BALT opened at $34.27 on Tuesday. The firm has a market cap of $1.59 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. The company has a 50 day moving average of $34.10 and a 200-day moving average of $33.77. Innovator Defined Wealth Shield ETF has a 1-year low of $32.04 and a 1-year high of $34.29.

Innovator Defined Wealth Shield ETF Company 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.