Fiscal Wisdom Wealth Management LLC Takes Position in Innovator Defined Wealth Shield ETF $BALT

Fiscal Wisdom Wealth Management LLC acquired a new position in Innovator Defined Wealth Shield ETF (BATS:BALT) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 58,073 shares of the company’s stock, valued at approximately $1,909,000. Innovator Defined Wealth Shield ETF comprises about 1.8% of Fiscal Wisdom Wealth Management LLC’s portfolio, making the stock its 10th biggest position.

Several other institutional investors have also added to or reduced their stakes in the business. Geneos Wealth Management Inc. purchased a new position in shares of Innovator Defined Wealth Shield ETF in the third quarter worth about $90,000. NWF Advisory Services Inc. purchased a new position in Innovator Defined Wealth Shield ETF in the 3rd quarter valued at approximately $201,000. Optima Capital LLC purchased a new position in Innovator Defined Wealth Shield ETF in the 3rd quarter valued at approximately $207,000. Acorn Wealth Advisors LLC bought a new stake in Innovator Defined Wealth Shield ETF during the 3rd quarter valued at $216,000. Finally, Ameritas Advisory Services LLC lifted its position in shares of Innovator Defined Wealth Shield ETF by 36.9% during the third quarter. Ameritas Advisory Services LLC now owns 6,780 shares of the company’s stock worth $223,000 after acquiring an additional 1,829 shares in the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

Innovator Defined Wealth Shield ETF stock opened at $33.72 on Thursday. Innovator Defined Wealth Shield ETF has a one year low of $30.07 and a one year high of $33.81. The firm has a market capitalization of $1.57 billion, a P/E ratio of 24.42 and a beta of 0.14. The business has a fifty day moving average price of $33.56 and a 200-day moving average price of $33.08.

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.