Split Rock Private Trading & Wealth Management LLC Purchases 57,051 Shares of Innovator Defined Wealth Shield ETF $BALT

Split Rock Private Trading & Wealth Management LLC purchased a new position in Innovator Defined Wealth Shield ETF (BATS:BALT) during the 3rd quarter, Holdings Channel reports. The firm purchased 57,051 shares of the company’s stock, valued at approximately $1,994,000. Innovator Defined Wealth Shield ETF accounts for about 1.3% of Split Rock Private Trading & Wealth Management LLC’s holdings, making the stock its 17th largest holding.

Several other institutional investors and hedge funds also recently made changes to their positions in BALT. Wealthquest Corp increased its holdings in shares of Innovator Defined Wealth Shield ETF by 36.9% in the first quarter. Wealthquest Corp now owns 3,233,718 shares of the company’s stock valued at $108,216,000 after purchasing an additional 871,138 shares in the last quarter. Cetera Investment Advisers raised its position in shares of Innovator Defined Wealth Shield ETF by 4.1% during the first quarter. Cetera Investment Advisers now owns 1,592,364 shares of the company’s stock worth $53,288,000 after acquiring an additional 63,395 shares during the last quarter. Lee Johnson Capital Management LLC lifted its stake in shares of Innovator Defined Wealth Shield ETF by 70.7% during the first quarter. Lee Johnson Capital Management LLC now owns 1,402,959 shares of the company’s stock valued at $46,950,000 after acquiring an additional 580,979 shares during the period. Reliant Wealth Planning lifted its stake in shares of Innovator Defined Wealth Shield ETF by 2.9% during the first quarter. Reliant Wealth Planning now owns 1,005,348 shares of the company’s stock valued at $33,644,000 after acquiring an additional 28,171 shares during the period. Finally, Compass Advisory Group LLC lifted its stake in shares of Innovator Defined Wealth Shield ETF by 6.5% during the first quarter. Compass Advisory Group LLC now owns 859,423 shares of the company’s stock valued at $28,761,000 after acquiring an additional 52,615 shares during the period.

Innovator Defined Wealth Shield ETF Stock Up 0.1%

Innovator Defined Wealth Shield ETF stock opened at $35.06 on Friday. The business’s 50-day simple moving average is $34.83 and its 200 day simple moving average is $34.37. The stock has a market cap of $1.63 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 12-month low of $32.73 and a 12-month high of $35.15.

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.