Summit Wealth Partners LLC Invests $510,000 in Innovator Defined Wealth Shield ETF $BALT

Summit Wealth Partners LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 15,226 shares of the company’s stock, valued at approximately $510,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in BALT. GGM Financials LLC bought a new stake in Innovator Defined Wealth Shield ETF in the 3rd quarter worth approximately $33,000. Motiv8 Investments LLC purchased a new stake in Innovator Defined Wealth Shield ETF during the 4th quarter valued at $44,000. Caitlin John LLC bought a new position in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter valued at $78,000. Accurate Wealth Management LLC bought a new position in shares of Innovator Defined Wealth Shield ETF during the 4th quarter valued at $206,000. Finally, Betterment LLC bought a new position in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter valued at $207,000.

Innovator Defined Wealth Shield ETF Price Performance

BALT stock opened at $34.25 on Tuesday. Innovator Defined Wealth Shield ETF has a 1 year low of $32.00 and a 1 year high of $34.25. The company has a market cap of $1.59 billion, a P/E ratio of 24.42 and a beta of 0.14. The stock’s fifty day moving average price is $34.05 and its 200-day moving average price is $33.73.

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.