Sequent Planning LLC Acquires New Holdings in Innovator Defined Wealth Shield ETF $BALT

Sequent Planning LLC bought a new stake in Innovator Defined Wealth Shield ETF (BATS:BALT) in the 3rd quarter, Holdings Channel.com reports. The fund bought 25,793 shares of the company’s stock, valued at approximately $847,000.

Other hedge funds also recently bought and sold shares of the company. Lee Johnson Capital Management LLC bought a new position in shares of Innovator Defined Wealth Shield ETF during the third quarter worth $27,714,000. Osaic Holdings Inc. grew its holdings in shares of Innovator Defined Wealth Shield ETF by 29.8% in the 2nd quarter. Osaic Holdings Inc. now owns 2,306,222 shares of the company’s stock valued at $73,983,000 after buying an additional 529,782 shares during the period. Cetera Investment Advisers increased its position in shares of Innovator Defined Wealth Shield ETF by 50.7% in the 2nd quarter. Cetera Investment Advisers now owns 1,072,378 shares of the company’s stock valued at $34,402,000 after buying an additional 360,840 shares in the last quarter. AE Wealth Management LLC increased its position in shares of Innovator Defined Wealth Shield ETF by 175.5% in the 2nd quarter. AE Wealth Management LLC now owns 494,367 shares of the company’s stock valued at $15,859,000 after buying an additional 314,895 shares in the last quarter. Finally, Kingsview Wealth Management LLC raised its stake in Innovator Defined Wealth Shield ETF by 58.6% during the 3rd quarter. Kingsview Wealth Management LLC now owns 845,829 shares of the company’s stock worth $27,760,000 after buying an additional 312,476 shares during the period.

Innovator Defined Wealth Shield ETF Trading Down 0.2%

BALT stock opened at $33.65 on Friday. The business’s 50-day moving average price is $33.67 and its two-hundred day moving average price is $33.18. The firm has a market cap of $1.56 billion, a PE ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 1-year low of $30.07 and a 1-year high of $33.84.

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.