Verdence Capital Advisors LLC Buys New Position in Innovator Defined Wealth Shield ETF $BALT

Verdence Capital Advisors LLC acquired a new stake in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm acquired 31,320 shares of the company’s stock, valued at approximately $1,095,000.

Other hedge funds have also recently modified their holdings of the company. Sound Income Strategies LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF in the 1st quarter worth approximately $28,000. Root Financial Partners LLC bought a new position in shares of Innovator Defined Wealth Shield ETF in the third quarter valued at approximately $55,000. Physician Wealth Advisors Inc. purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the third quarter valued at approximately $65,000. Waverly Advisors LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the first quarter valued at approximately $68,000. Finally, Noble Wealth Management PBC increased its position in shares of Innovator Defined Wealth Shield ETF by 18.4% during the second quarter. Noble Wealth Management PBC now owns 2,250 shares of the company’s stock valued at $77,000 after acquiring an additional 350 shares during the last quarter.

Innovator Defined Wealth Shield ETF Trading Up 0.1%

Shares of Innovator Defined Wealth Shield ETF stock opened at $35.10 on Thursday. The business’s fifty day simple moving average is $34.89 and its 200 day simple moving average is $34.21. The firm has a market capitalization of $1.63 billion, a P/E ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 12 month low of $32.79 and a 12 month high of $35.15.

Innovator Defined Wealth Shield ETF Company Profile

(Free Report)

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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Institutional Ownership by Quarter for Innovator Defined Wealth Shield ETF (BATS:BALT)

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