Sonoma Allocations LLC Purchases New Position in Innovator Defined Wealth Shield ETF $BALT

Sonoma Allocations LLC bought a new position in Innovator Defined Wealth Shield ETF (BATS:BALT) during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 21,043 shares of the company’s stock, valued at approximately $689,000.

Several other institutional investors and hedge funds also recently made changes to their positions in BALT. Pachira Investments Inc. boosted its holdings in Innovator Defined Wealth Shield ETF by 1.3% during the second quarter. Pachira Investments Inc. now owns 35,313 shares of the company’s stock worth $1,133,000 after purchasing an additional 467 shares during the last quarter. O Connor Financial Group LLC lifted its position in Innovator Defined Wealth Shield ETF by 2.4% during the 2nd quarter. O Connor Financial Group LLC now owns 20,110 shares of the company’s stock worth $647,000 after buying an additional 478 shares in the last quarter. Hazlett Burt & Watson Inc. boosted its stake in shares of Innovator Defined Wealth Shield ETF by 69.3% during the 2nd 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. Signal Advisors Wealth LLC grew its holdings in shares of Innovator Defined Wealth Shield ETF by 9.6% in the 3rd quarter. Signal Advisors Wealth LLC now owns 6,980 shares of the company’s stock valued at $229,000 after acquiring an additional 610 shares in the last quarter. Finally, Comprehensive Financial Consultants Institutional Inc. increased its position in shares of Innovator Defined Wealth Shield ETF by 0.7% in the second quarter. Comprehensive Financial Consultants Institutional Inc. now owns 88,028 shares of the company’s stock valued at $2,824,000 after acquiring an additional 619 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BATS BALT opened at $33.65 on Friday. The stock has a 50 day moving average price of $33.22 and a 200 day moving average price of $32.79. The stock has a market capitalization of $1.56 billion, a PE ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 52 week low of $29.35 and a 52 week 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.