Elevation Point Wealth Partners LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 157,443 shares of the company’s stock, valued at approximately $5,269,000. Elevation Point Wealth Partners LLC owned approximately 0.34% of Innovator Defined Wealth Shield ETF at the end of the most recent quarter.
Several other hedge funds and other institutional investors also recently made changes to their positions in BALT. Sound Income Strategies LLC bought a new position in Innovator Defined Wealth Shield ETF in the 1st quarter valued at approximately $28,000. Motiv8 Investments LLC acquired a new stake in Innovator Defined Wealth Shield ETF during the 4th quarter worth approximately $44,000. Accurate Wealth Management LLC bought a new stake in Innovator Defined Wealth Shield ETF during the 4th quarter worth approximately $206,000. Betterment LLC bought a new stake in Innovator Defined Wealth Shield ETF during the 3rd quarter worth approximately $207,000. Finally, Csenge Advisory Group acquired a new position in Innovator Defined Wealth Shield ETF in the 4th quarter valued at approximately $226,000.
Innovator Defined Wealth Shield ETF Stock Performance
BALT stock opened at $34.28 on Friday. The company has a fifty day moving average price of $34.13 and a 200-day moving average price of $33.79. The company has a market capitalization of $1.59 billion, a P/E ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 52-week low of $32.11 and a 52-week high of $34.36.
Innovator Defined Wealth Shield ETF 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.
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Want to see what other hedge funds are holding BALT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report).
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