Axxcess Wealth Management LLC lifted its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 157.8% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 448,298 shares of the company’s stock after buying an additional 274,425 shares during the period. Axxcess Wealth Management LLC owned about 0.97% of Innovator Defined Wealth Shield ETF worth $15,002,000 at the end of the most recent quarter.
Several other institutional investors have also bought and sold shares of BALT. Sound Income Strategies LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF in the 1st quarter worth $28,000. Motiv8 Investments LLC purchased a new position in Innovator Defined Wealth Shield ETF during the fourth quarter worth about $44,000. Accurate Wealth Management LLC purchased a new position in Innovator Defined Wealth Shield ETF during the fourth quarter worth about $206,000. Betterment LLC bought a new stake in Innovator Defined Wealth Shield ETF in the 3rd quarter worth about $207,000. Finally, Csenge Advisory Group bought a new stake in Innovator Defined Wealth Shield ETF in the 4th quarter worth about $226,000.
Innovator Defined Wealth Shield ETF Stock Performance
BATS:BALT opened at $34.33 on Wednesday. Innovator Defined Wealth Shield ETF has a 52 week low of $32.12 and a 52 week high of $34.36. The firm has a 50-day moving average price of $34.15 and a two-hundred day moving average price of $33.81. The firm has a market cap of $1.59 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14.
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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