Palumbo Wealth Management LLC Raises Holdings in Innovator Defined Wealth Shield ETF $BALT

Palumbo Wealth Management LLC lifted its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 50.0% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 63,692 shares of the company’s stock after acquiring an additional 21,230 shares during the quarter. Palumbo Wealth Management LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $2,090,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the company. OneDigital Investment Advisors LLC lifted its holdings in Innovator Defined Wealth Shield ETF by 49.7% during the third quarter. OneDigital Investment Advisors LLC now owns 89,689 shares of the company’s stock valued at $2,944,000 after purchasing an additional 29,789 shares during the last quarter. Advyzon Investment Management LLC raised its position in shares of Innovator Defined Wealth Shield ETF by 10.7% in the third quarter. Advyzon Investment Management LLC now owns 17,987 shares of the company’s stock valued at $590,000 after purchasing an additional 1,741 shares during the period. Financial Designs Corp lifted its stake in shares of Innovator Defined Wealth Shield ETF by 0.5% during the 3rd quarter. Financial Designs Corp now owns 187,621 shares of the company’s stock valued at $6,195,000 after buying an additional 942 shares in the last quarter. CFO4Life Group LLC lifted its stake in shares of Innovator Defined Wealth Shield ETF by 113.3% during the 3rd quarter. CFO4Life Group LLC now owns 23,161 shares of the company’s stock valued at $760,000 after buying an additional 12,305 shares in the last quarter. Finally, Fiscal Wisdom Wealth Management LLC bought a new position in Innovator Defined Wealth Shield ETF in the 3rd quarter worth approximately $1,909,000.

Innovator Defined Wealth Shield ETF Price Performance

Shares of BALT stock opened at $33.71 on Tuesday. The stock has a market capitalization of $1.57 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. The company’s fifty day simple moving average is $33.59 and its two-hundred day simple moving average is $33.11. Innovator Defined Wealth Shield ETF has a 1 year low of $30.07 and a 1 year high of $33.81.

Innovator Defined Wealth Shield ETF Company 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.