NewCorp Financial Services Inc. purchased a new stake in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 82,115 shares of the company’s stock, valued at approximately $2,752,000. Innovator Defined Wealth Shield ETF accounts for about 2.4% of NewCorp Financial Services Inc.’s holdings, making the stock its 12th biggest holding. NewCorp Financial Services Inc. owned 0.18% of Innovator Defined Wealth Shield ETF as of its most recent SEC filing.
Other institutional investors have also recently added to or reduced their stakes in the company. GGM Financials LLC acquired a new position in Innovator Defined Wealth Shield ETF in the third quarter valued at approximately $33,000. Caitlin John LLC acquired a new position in Innovator Defined Wealth Shield ETF in the third quarter valued at approximately $78,000. Accurate Wealth Management LLC acquired a new position in Innovator Defined Wealth Shield ETF in the fourth quarter valued at approximately $206,000. Betterment LLC acquired a new position in Innovator Defined Wealth Shield ETF in the third quarter valued at approximately $207,000. Finally, Ameritas Advisory Services LLC lifted its stake in Innovator Defined Wealth Shield ETF by 36.9% in the third quarter. Ameritas Advisory Services LLC now owns 6,780 shares of the company’s stock valued at $223,000 after buying an additional 1,829 shares during the period.
Innovator Defined Wealth Shield ETF Stock Performance
Shares of BALT opened at $34.15 on Monday. Innovator Defined Wealth Shield ETF has a 52-week low of $31.82 and a 52-week high of $34.22. The business’s 50 day moving average price is $33.83 and its two-hundred day moving average price is $33.60. The firm has a market cap of $1.59 billion, a PE 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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