Diversify Wealth Management LLC Acquires New Holdings in Innovator Defined Wealth Shield ETF $BALT

Diversify Wealth Management LLC bought a new stake in Innovator Defined Wealth Shield ETF (BATS:BALT) during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 77,251 shares of the company’s stock, valued at approximately $2,622,000. Diversify Wealth Management LLC owned about 0.17% of Innovator Defined Wealth Shield ETF at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the company. Arete Wealth Advisors LLC grew its position in shares of Innovator Defined Wealth Shield ETF by 1.6% in the 4th quarter. Arete Wealth Advisors LLC now owns 21,083 shares of the company’s stock worth $706,000 after buying an additional 333 shares during the last quarter. Fiscal Wisdom Wealth Management LLC boosted its stake in Innovator Defined Wealth Shield ETF by 0.7% in the fourth quarter. Fiscal Wisdom Wealth Management LLC now owns 58,453 shares of the company’s stock valued at $1,959,000 after acquiring an additional 380 shares in the last quarter. Cambridge Advisors Inc. grew its holdings in Innovator Defined Wealth Shield ETF by 4.7% in the first quarter. Cambridge Advisors Inc. now owns 10,004 shares of the company’s stock worth $335,000 after purchasing an additional 450 shares during the last quarter. Balance Wealth LLC increased its position in shares of Innovator Defined Wealth Shield ETF by 2.0% during the fourth quarter. Balance Wealth LLC now owns 23,001 shares of the company’s stock worth $771,000 after purchasing an additional 457 shares in the last quarter. Finally, Tradition Wealth Management LLC lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 7.0% during the 4th quarter. Tradition Wealth Management LLC now owns 9,074 shares of the company’s stock valued at $304,000 after purchasing an additional 592 shares during the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

Innovator Defined Wealth Shield ETF stock opened at $34.37 on Tuesday. Innovator Defined Wealth Shield ETF has a 1-year low of $32.13 and a 1-year high of $34.46. The business has a fifty day moving average price of $34.18 and a 200-day moving average price of $33.84. The stock has a market capitalization of $1.60 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14.

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.