Patriot Financial Group Insurance Agency LLC Acquires 17,381 Shares of Innovator Defined Wealth Shield ETF $BALT

Patriot Financial Group Insurance Agency LLC boosted its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 236.3% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 24,738 shares of the company’s stock after purchasing an additional 17,381 shares during the period. Patriot Financial Group Insurance Agency LLC owned 0.05% of Innovator Defined Wealth Shield ETF worth $828,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of BALT. JPMorgan Chase & Co. grew its holdings 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 worth $134,909,000 after purchasing an additional 4,017,200 shares during the last quarter. Osaic Holdings Inc. raised its holdings in shares of Innovator Defined Wealth Shield ETF by 4.8% in the fourth quarter. Osaic Holdings Inc. now owns 2,441,139 shares of the company’s stock valued at $81,802,000 after buying an additional 111,344 shares during the last quarter. Raymond James Financial Inc. lifted its position in Innovator Defined Wealth Shield ETF by 24.5% during the 3rd quarter. Raymond James Financial Inc. now owns 2,104,517 shares of the company’s stock worth $69,070,000 after buying an additional 413,938 shares in the last quarter. Cetera Investment Advisers lifted its position in Innovator Defined Wealth Shield ETF by 22.7% during the 4th quarter. Cetera Investment Advisers now owns 1,528,969 shares of the company’s stock worth $51,236,000 after buying an additional 282,713 shares in the last quarter. Finally, Lee Johnson Capital Management LLC lifted its position in Innovator Defined Wealth Shield ETF by 70.7% during the 1st quarter. Lee Johnson Capital Management LLC now owns 1,402,959 shares of the company’s stock worth $46,950,000 after buying an additional 580,979 shares in the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

Shares of BATS:BALT opened at $34.27 on Wednesday. The firm 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 12 month low of $32.04 and a 12 month high of $34.36. The company’s 50-day moving average price is $34.11 and its two-hundred day moving average price is $33.78.

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.