17,784 Shares in Innovator Defined Wealth Shield ETF $BALT Bought by Disciplined Investments LLC

Disciplined Investments LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) in the fourth quarter, HoldingsChannel reports. The institutional investor purchased 17,784 shares of the company’s stock, valued at approximately $596,000.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Raymond James Financial Inc. lifted its holdings in Innovator Defined Wealth Shield ETF by 24.5% in the 3rd quarter. Raymond James Financial Inc. now owns 2,104,517 shares of the company’s stock worth $69,070,000 after buying an additional 413,938 shares in the last quarter. Envestnet Asset Management Inc. lifted its holdings in Innovator Defined Wealth Shield ETF by 6.3% in the 3rd quarter. Envestnet Asset Management Inc. now owns 1,825,207 shares of the company’s stock worth $59,903,000 after buying an additional 107,652 shares in the last quarter. Orion Porfolio Solutions LLC lifted its holdings in Innovator Defined Wealth Shield ETF by 14.7% in the 3rd quarter. Orion Porfolio Solutions LLC now owns 965,795 shares of the company’s stock worth $31,697,000 after buying an additional 124,004 shares in the last quarter. Reliant Wealth Planning lifted its holdings in Innovator Defined Wealth Shield ETF by 2,527.0% in the 3rd quarter. Reliant Wealth Planning now owns 957,346 shares of the company’s stock worth $31,420,000 after buying an additional 920,903 shares in the last quarter. Finally, Crown Wealth Group LLC lifted its holdings in Innovator Defined Wealth Shield ETF by 7.8% in the 4th quarter. Crown Wealth Group LLC now owns 948,772 shares of the company’s stock worth $31,793,000 after buying an additional 68,682 shares in the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

Shares of BALT stock opened at $34.07 on Friday. Innovator Defined Wealth Shield ETF has a 12 month low of $31.67 and a 12 month high of $34.16. The firm has a market capitalization of $1.58 billion, a P/E ratio of 24.42 and a beta of 0.14. The company’s fifty day moving average price is $33.73 and its two-hundred day moving average price is $33.52.

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.