Ballast Rock Private Wealth LLC Has $4.40 Million Stock Position in Innovator Defined Wealth Shield ETF $BALT

Ballast Rock Private Wealth LLC grew its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 50.5% in the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 131,547 shares of the company’s stock after buying an additional 44,168 shares during the quarter. Innovator Defined Wealth Shield ETF makes up about 2.4% of Ballast Rock Private Wealth LLC’s investment portfolio, making the stock its 5th largest holding. Ballast Rock Private Wealth LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $4,402,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the business. JPMorgan Chase & Co. increased its stake in shares of 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 buying an additional 4,017,200 shares during the period. Osaic Holdings Inc. raised its holdings in shares of Innovator Defined Wealth Shield ETF by 4.8% during the fourth quarter. Osaic Holdings Inc. now owns 2,441,139 shares of the company’s stock valued at $81,802,000 after acquiring an additional 111,344 shares in the last quarter. Raymond James Financial Inc. lifted its stake in 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 worth $69,070,000 after acquiring an additional 413,938 shares during the period. Cetera Investment Advisers lifted its stake in 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 worth $51,236,000 after acquiring an additional 282,713 shares during the period. Finally, Foundations Investment Advisors LLC lifted its stake in 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 worth $41,105,000 after acquiring an additional 691,493 shares during the period.

Innovator Defined Wealth Shield ETF Price Performance

BATS:BALT opened at $34.25 on Monday. The firm’s fifty day simple moving average is $34.04 and its 200 day simple moving average is $33.73. The stock has a market cap of $1.59 billion, a P/E ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a twelve month low of $32.00 and a twelve month high of $34.25.

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.