Kingsview Wealth Management LLC Has $27.76 Million Stock Holdings in Innovator Defined Wealth Shield ETF $BALT

Kingsview Wealth Management LLC grew its stake in Innovator Defined Wealth Shield ETF (BATS:BALT) by 58.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 845,829 shares of the company’s stock after acquiring an additional 312,476 shares during the period. Kingsview Wealth Management LLC owned 1.82% of Innovator Defined Wealth Shield ETF worth $27,760,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of BALT. GGM Financials LLC acquired a new position in Innovator Defined Wealth Shield ETF during the third quarter valued at approximately $33,000. Caitlin John LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter worth approximately $78,000. Geneos Wealth Management Inc. acquired a new stake in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter valued at approximately $90,000. NWF Advisory Services Inc. acquired a new stake in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter valued at approximately $201,000. Finally, Optima Capital LLC bought a new position in shares of Innovator Defined Wealth Shield ETF in the third quarter valued at $207,000.

Innovator Defined Wealth Shield ETF Trading Down 0.1%

Shares of BALT opened at $33.76 on Monday. The company’s fifty day simple moving average is $33.64 and its 200 day simple moving average is $33.15. Innovator Defined Wealth Shield ETF has a 1-year low of $30.07 and a 1-year high of $33.84. The company has a market cap of $1.57 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14.

Innovator Defined Wealth Shield ETF 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.