Sunbelt Securities Inc. Has $15.34 Million Stake in Innovator Defined Wealth Shield ETF $BALT

Sunbelt Securities Inc. raised its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 6.9% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 457,687 shares of the company’s stock after buying an additional 29,352 shares during the period. Innovator Defined Wealth Shield ETF comprises about 1.0% of Sunbelt Securities Inc.’s investment portfolio, making the stock its 16th biggest holding. Sunbelt Securities Inc. owned 0.99% of Innovator Defined Wealth Shield ETF worth $15,337,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Integrity Advisory Solutions LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter valued at $3,404,000. Galvin Gaustad & Stein LLC bought a new stake in Innovator Defined Wealth Shield ETF during the fourth quarter worth approximately $659,000. Farther Finance Advisors LLC grew 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 valued at $7,095,000 after purchasing an additional 30,644 shares during the last quarter. BCS Wealth Management raised its position in shares of Innovator Defined Wealth Shield ETF by 78.6% in the fourth quarter. BCS Wealth Management now owns 63,887 shares of the company’s stock valued at $2,141,000 after purchasing an additional 28,107 shares during the period. Finally, AE Wealth Management LLC lifted its stake in shares of 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 worth $23,073,000 after buying an additional 147,747 shares during the last quarter.

Innovator Defined Wealth Shield ETF Trading Up 0.1%

BATS BALT opened at $34.25 on Friday. Innovator Defined Wealth Shield ETF has a 1 year low of $32.00 and a 1 year high of $34.25. The company has a fifty day simple moving average of $34.03 and a 200 day simple moving average of $33.72. The company has a market cap of $1.59 billion, a P/E ratio of 24.42 and a beta of 0.14.

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.