First Heartland Consultants Inc. grew its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 140.7% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 106,050 shares of the company’s stock after acquiring an additional 61,986 shares during the quarter. First Heartland Consultants Inc. owned 0.23% of Innovator Defined Wealth Shield ETF worth $3,634,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds and other institutional investors have also modified their holdings of BALT. Arete Wealth Advisors LLC boosted its stake in Innovator Defined Wealth Shield ETF by 1.6% during the fourth quarter. Arete Wealth Advisors LLC now owns 21,083 shares of the company’s stock worth $706,000 after buying an additional 333 shares in the last quarter. Noble Wealth Management PBC raised its stake in shares of Innovator Defined Wealth Shield ETF by 18.4% in the 2nd quarter. Noble Wealth Management PBC now owns 2,250 shares of the company’s stock valued at $77,000 after buying an additional 350 shares in the last quarter. Fiscal Wisdom Wealth Management LLC raised its stake in shares of Innovator Defined Wealth Shield ETF by 0.7% in the 4th quarter. Fiscal Wisdom Wealth Management LLC now owns 58,453 shares of the company’s stock valued at $1,959,000 after buying an additional 380 shares in the last quarter. Cambridge Advisors Inc. raised its stake in shares of Innovator Defined Wealth Shield ETF by 4.7% in the 1st quarter. Cambridge Advisors Inc. now owns 10,004 shares of the company’s stock valued at $335,000 after buying an additional 450 shares in the last quarter. Finally, Tradition Wealth Management LLC lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 7.0% during the 4th quarter. Tradition Wealth Management LLC now owns 9,074 shares of the company’s stock worth $304,000 after acquiring an additional 592 shares during the period.
Innovator Defined Wealth Shield ETF Stock Performance
Shares of Innovator Defined Wealth Shield ETF stock opened at $34.67 on Friday. Innovator Defined Wealth Shield ETF has a twelve month low of $32.37 and a twelve month high of $34.73. The firm has a market cap of $1.61 billion, a P/E ratio of 24.42 and a beta of 0.14. The firm’s 50-day simple moving average is $34.32 and its 200-day simple moving average is $33.96.
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.
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