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

Triad Wealth Partners LLC grew its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 134.1% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 82,013 shares of the company’s stock after purchasing an additional 46,981 shares during the quarter. Triad Wealth Partners LLC owned approximately 0.18% of Innovator Defined Wealth Shield ETF worth $2,692,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in BALT. Lee Johnson Capital Management LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter valued at about $27,714,000. Clear Creek Financial Management LLC increased its holdings in shares of Innovator Defined Wealth Shield ETF by 5,521.0% during the 2nd quarter. Clear Creek Financial Management LLC now owns 588,185 shares of the company’s stock worth $18,869,000 after buying an additional 577,721 shares during the last quarter. Osaic Holdings Inc. raised its position in shares of Innovator Defined Wealth Shield ETF by 29.8% in the 2nd quarter. Osaic Holdings Inc. now owns 2,306,222 shares of the company’s stock worth $73,983,000 after buying an additional 529,782 shares during the period. Consolidated Planning Corp acquired a new position in Innovator Defined Wealth Shield ETF in the second quarter valued at $11,781,000. Finally, Cetera Investment Advisers boosted its holdings in Innovator Defined Wealth Shield ETF by 50.7% in the second quarter. Cetera Investment Advisers now owns 1,072,378 shares of the company’s stock valued at $34,402,000 after acquiring an additional 360,840 shares during the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

Innovator Defined Wealth Shield ETF stock opened at $33.62 on Thursday. The company has a market cap of $1.56 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 12 month low of $29.35 and a 12 month high of $32.34. The stock’s 50-day moving average is $33.32 and its 200-day moving average is $32.88.

Innovator Defined Wealth Shield ETF Company 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.