Innovator Defined Wealth Shield ETF $BALT Shares Bought by Triad Wealth Partners LLC

Triad Wealth Partners LLC grew its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 45.9% in the first quarter, Holdings Channel reports. The institutional investor owned 142,586 shares of the company’s stock after purchasing an additional 44,841 shares during the period. Triad Wealth Partners LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $4,772,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in BALT. Integrity Advisory Solutions LLC purchased a new stake in Innovator Defined Wealth Shield ETF during the third quarter worth approximately $3,404,000. Galvin Gaustad & Stein LLC purchased a new position in Innovator Defined Wealth Shield ETF in the fourth quarter valued at approximately $659,000. AE Wealth Management LLC increased its stake in Innovator Defined Wealth Shield ETF by 27.3% in the fourth quarter. AE Wealth Management LLC now owns 688,541 shares of the company’s stock valued at $23,073,000 after purchasing an additional 147,747 shares during the last quarter. Farther Finance Advisors LLC raised its holdings in Innovator Defined Wealth Shield ETF by 16.9% during the fourth quarter. Farther Finance Advisors LLC now owns 211,740 shares of the company’s stock worth $7,095,000 after purchasing an additional 30,644 shares in the last quarter. Finally, BCS Wealth Management raised its holdings in Innovator Defined Wealth Shield ETF by 78.6% during the fourth quarter. BCS Wealth Management now owns 63,887 shares of the company’s stock worth $2,141,000 after purchasing an additional 28,107 shares in the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BATS:BALT opened at $34.25 on Friday. The company has a market capitalization of $1.59 billion, a PE ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a twelve month low of $32.00 and a twelve month high of $34.25. The firm has a 50 day simple moving average of $34.04 and a 200-day simple moving average of $33.72.

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.