Innovator Defined Wealth Shield ETF $BALT Stock Acquired by Kraft Davis & Associates LLC

Kraft Davis & Associates LLC grew its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 21.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 147,228 shares of the company’s stock after purchasing an additional 25,784 shares during the quarter. Innovator Defined Wealth Shield ETF accounts for about 1.1% of Kraft Davis & Associates LLC’s holdings, making the stock its 29th biggest holding. Kraft Davis & Associates LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $5,156,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in BALT. TradeWell Securities LLC. increased its stake in Innovator Defined Wealth Shield ETF by 26.3% during the 3rd quarter. TradeWell Securities LLC. now owns 50,112 shares of the company’s stock worth $1,751,000 after buying an additional 10,449 shares during the period. Range Financial Group LLC lifted its holdings in Innovator Defined Wealth Shield ETF by 21.3% during the 3rd quarter. Range Financial Group LLC now owns 22,842 shares of the company’s stock worth $798,000 after buying an additional 4,010 shares in the last quarter. Physician Wealth Advisors Inc. purchased a new position in Innovator Defined Wealth Shield ETF in the 3rd quarter valued at approximately $65,000. Crown Wealth Group LLC boosted its position in Innovator Defined Wealth Shield ETF by 9.0% in the 3rd quarter. Crown Wealth Group LLC now owns 1,066,604 shares of the company’s stock valued at $37,278,000 after buying an additional 87,734 shares during the period. Finally, New Wave Wealth Advisors LLC grew its stake in shares of Innovator Defined Wealth Shield ETF by 9.8% in the third quarter. New Wave Wealth Advisors LLC now owns 106,647 shares of the company’s stock worth $3,738,000 after acquiring an additional 9,514 shares in the last quarter.

Innovator Defined Wealth Shield ETF Trading Up 0.1%

Innovator Defined Wealth Shield ETF stock opened at $35.10 on Thursday. 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 twelve month low of $32.79 and a twelve month high of $35.15. The stock’s fifty day simple moving average is $34.86 and its 200-day simple moving average is $34.41.

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.