Foundations Investment Advisors LLC Has $17.56 Million Stock Holdings in Innovator Defined Wealth Shield ETF $BALT

Foundations Investment Advisors LLC grew its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 99.4% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 535,146 shares of the company’s stock after purchasing an additional 266,823 shares during the quarter. Foundations Investment Advisors LLC owned about 1.15% of Innovator Defined Wealth Shield ETF worth $17,563,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in BALT. Hazlett Burt & Watson Inc. increased its holdings in Innovator Defined Wealth Shield ETF by 69.3% during the second quarter. Hazlett Burt & Watson Inc. now owns 1,287 shares of the company’s stock worth $42,000 after buying an additional 527 shares during the last quarter. Geneos Wealth Management Inc. bought a new position in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter valued at about $90,000. Alaska Permanent Capital Management LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 2nd quarter worth about $167,000. NWF Advisory Services Inc. bought a new stake in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter valued at about $201,000. Finally, NBT Bank N A NY acquired a new stake in Innovator Defined Wealth Shield ETF in the 2nd quarter valued at about $201,000.

Innovator Defined Wealth Shield ETF Stock Up 9.0%

Shares of BATS BALT opened at $33.72 on Thursday. The business’s 50 day moving average price is $33.39 and its two-hundred day moving average price is $32.93. The company has a market cap of $1.57 billion, a PE ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a twelve month low of $29.35 and a twelve month high of $32.34.

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.