233,128 Shares in Innovator Defined Wealth Shield ETF $BALT Purchased by Sigma Planning Corp

Sigma Planning Corp bought a new position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 233,128 shares of the company’s stock, valued at approximately $8,148,000. Sigma Planning Corp owned approximately 0.50% of Innovator Defined Wealth Shield ETF at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Noble Wealth Management PBC raised its position 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 purchasing an additional 350 shares in the last quarter. Worth Asset Management LLC boosted its stake in shares of Innovator Defined Wealth Shield ETF by 2.3% during the 2nd quarter. Worth Asset Management LLC now owns 16,336 shares of the company’s stock valued at $560,000 after buying an additional 366 shares during the last quarter. IFP Advisors Inc boosted its stake in shares of Innovator Defined Wealth Shield ETF by 3.7% during the 3rd quarter. IFP Advisors Inc now owns 11,136 shares of the company’s stock valued at $389,000 after buying an additional 402 shares during the last quarter. Allworth Financial LP grew its position in shares of Innovator Defined Wealth Shield ETF by 1.3% during the second quarter. Allworth Financial LP now owns 31,407 shares of the company’s stock worth $1,076,000 after buying an additional 403 shares in the last quarter. Finally, FC Advisory LLC grew its position in shares of Innovator Defined Wealth Shield ETF by 9.2% during the third quarter. FC Advisory LLC now owns 6,757 shares of the company’s stock worth $236,000 after buying an additional 570 shares in the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

Innovator Defined Wealth Shield ETF stock opened at $34.97 on Monday. The firm has a 50-day moving average price of $34.87 and a two-hundred day moving average price of $34.43. The firm has a market capitalization of $1.62 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 52-week low of $32.79 and a 52-week high of $35.15.

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.