Winnow Wealth LLC Takes Position in Innovator Defined Wealth Shield ETF $BALT

Winnow Wealth LLC bought a new position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) in the 3rd quarter, HoldingsChannel.com reports. The firm bought 158,327 shares of the company’s stock, valued at approximately $5,225,000. Innovator Defined Wealth Shield ETF accounts for about 4.1% of Winnow Wealth LLC’s portfolio, making the stock its 6th biggest position.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in BALT. Lee Johnson Capital Management LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter worth approximately $27,714,000. Clear Creek Financial Management LLC grew its position in shares of Innovator Defined Wealth Shield ETF by 5,521.0% in the 2nd quarter. Clear Creek Financial Management LLC now owns 588,185 shares of the company’s stock valued at $18,869,000 after buying an additional 577,721 shares during the last quarter. Osaic Holdings Inc. raised its stake in Innovator Defined Wealth Shield ETF by 29.8% during the 2nd quarter. Osaic Holdings Inc. now owns 2,306,222 shares of the company’s stock worth $73,983,000 after acquiring an additional 529,782 shares in the last quarter. Cetera Investment Advisers lifted its position in Innovator Defined Wealth Shield ETF by 50.7% in the second quarter. Cetera Investment Advisers now owns 1,072,378 shares of the company’s stock valued at $34,402,000 after acquiring an additional 360,840 shares during the last quarter. Finally, AE Wealth Management LLC lifted its position in Innovator Defined Wealth Shield ETF by 175.5% in the second quarter. AE Wealth Management LLC now owns 494,367 shares of the company’s stock valued at $15,859,000 after acquiring an additional 314,895 shares during the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

BATS BALT opened at $33.70 on Friday. The company has a fifty day moving average of $33.43 and a two-hundred day moving average of $32.94. The company has a market capitalization of $1.57 billion, a PE ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 1 year low of $29.35 and a 1 year 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.