Vicus Capital Takes $2.64 Million Position in Innovator Defined Wealth Shield ETF $BALT

Vicus Capital purchased a new position in Innovator Defined Wealth Shield ETF (BATS:BALT) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 80,519 shares of the company’s stock, valued at approximately $2,643,000.

A number of other institutional investors have also recently bought and sold shares of BALT. Hazlett Burt & Watson Inc. grew its stake in Innovator Defined Wealth Shield ETF by 69.3% in the second quarter. Hazlett Burt & Watson Inc. now owns 1,287 shares of the company’s stock valued at $42,000 after purchasing an additional 527 shares in the last quarter. Geneos Wealth Management Inc. bought a new stake in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter valued at approximately $90,000. Alaska Permanent Capital Management LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF in the 2nd quarter valued at approximately $167,000. NBT Bank N A NY acquired a new position in Innovator Defined Wealth Shield ETF in the second quarter worth approximately $201,000. Finally, Modern Wealth Management LLC bought a new position in Innovator Defined Wealth Shield ETF during the first quarter valued at approximately $204,000.

Innovator Defined Wealth Shield ETF Stock Up 8.8%

BATS BALT opened at $33.65 on Monday. The stock has a market capitalization of $1.56 billion, a PE ratio of 24.42 and a beta of 0.14. The company has a 50 day moving average price of $33.22 and a two-hundred day moving average price of $32.80. Innovator Defined Wealth Shield ETF has a 12-month low of $29.35 and a 12-month high of $32.34.

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.