Innovator Defined Wealth Shield ETF $BALT Shares Newly Purchased by Forge Financial Services LLC

Forge Financial Services LLC bought a new stake in Innovator Defined Wealth Shield ETF (BATS:BALT) in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm bought 25,524 shares of the company’s stock, valued at approximately $892,000. Innovator Defined Wealth Shield ETF accounts for 0.1% of Forge Financial Services LLC’s holdings, making the stock its 22nd largest holding.

Several other large investors also recently made changes to their positions in BALT. Commonwealth Equity Services LLC bought a new stake in Innovator Defined Wealth Shield ETF in the 3rd quarter valued at about $46,256,000. Wealthquest Corp raised its stake in Innovator Defined Wealth Shield ETF by 36.9% during the 1st quarter. Wealthquest Corp now owns 3,233,718 shares of the company’s stock worth $108,216,000 after buying an additional 871,138 shares during the period. Brookstone Capital Management acquired a new position in Innovator Defined Wealth Shield ETF during the 3rd quarter worth approximately $24,663,000. International Assets Investment Management LLC bought a new position in Innovator Defined Wealth Shield ETF in the third quarter worth approximately $10,485,000. Finally, Carter Financial Group INC. bought a new position in Innovator Defined Wealth Shield ETF in the second quarter worth approximately $8,275,000.

Innovator Defined Wealth Shield ETF Stock Down 0.1%

BATS:BALT traded down $0.05 on Friday, hitting $34.98. The stock had a trading volume of 500,927 shares, compared to its average volume of 516,300. Innovator Defined Wealth Shield ETF has a 52 week low of $32.79 and a 52 week high of $35.15. The business’s fifty day moving average is $34.94 and its 200 day moving average is $34.29. The company has a market cap of $3.28 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.