Innovator Defined Wealth Shield ETF (BATS:BALT) Shares Bought by Sfmg LLC

Sfmg LLC grew its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 26.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 82,301 shares of the company’s stock after acquiring an additional 17,026 shares during the quarter. Sfmg LLC owned about 0.38% of Innovator Defined Wealth Shield ETF worth $2,586,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Harbour Investments Inc. increased its stake in Innovator Defined Wealth Shield ETF by 24.4% during the fourth quarter. Harbour Investments Inc. now owns 166,060 shares of the company’s stock worth $5,218,000 after acquiring an additional 32,612 shares during the last quarter. Commonwealth Equity Services LLC increased its stake in Innovator Defined Wealth Shield ETF by 4.6% during the fourth quarter. Commonwealth Equity Services LLC now owns 1,110,130 shares of the company’s stock worth $34,880,000 after acquiring an additional 48,731 shares during the last quarter. Madison Wealth Partners Inc increased its stake in Innovator Defined Wealth Shield ETF by 3.4% during the fourth quarter. Madison Wealth Partners Inc now owns 35,491 shares of the company’s stock worth $1,115,000 after acquiring an additional 1,180 shares during the last quarter. Avantax Advisory Services Inc. grew its stake in shares of Innovator Defined Wealth Shield ETF by 402.8% in the fourth quarter. Avantax Advisory Services Inc. now owns 37,141 shares of the company’s stock valued at $1,167,000 after buying an additional 29,754 shares in the last quarter. Finally, Capasso Planning Partners LLC grew its stake in shares of Innovator Defined Wealth Shield ETF by 7.8% in the fourth quarter. Capasso Planning Partners LLC now owns 19,128 shares of the company’s stock valued at $601,000 after buying an additional 1,386 shares in the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

BALT stock opened at $31.37 on Friday. Innovator Defined Wealth Shield ETF has a 1 year low of $28.96 and a 1 year high of $31.99. The firm has a market cap of $1.28 billion, a P/E ratio of 26.13 and a beta of 0.13. The stock has a 50-day simple moving average of $31.63 and a 200-day simple moving average of $31.27.

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.