20,898 Shares in Innovator Defined Wealth Shield ETF $BALT Acquired by Beam Wealth Advisors Inc.

Beam Wealth Advisors Inc. acquired a new position in Innovator Defined Wealth Shield ETF (BATS:BALT) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 20,898 shares of the company’s stock, valued at approximately $730,000.

Other large investors also recently modified their holdings of the company. Commonwealth Equity Services LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF during the third quarter valued at approximately $46,256,000. Wealthquest Corp grew its holdings in Innovator Defined Wealth Shield ETF by 36.9% during the first quarter. Wealthquest Corp now owns 3,233,718 shares of the company’s stock worth $108,216,000 after buying an additional 871,138 shares in the last quarter. Brookstone Capital Management purchased a new stake in Innovator Defined Wealth Shield ETF in the 3rd quarter valued at $24,663,000. International Assets Investment Management LLC purchased a new stake in Innovator Defined Wealth Shield ETF in the 3rd quarter valued at $10,485,000. Finally, Carter Financial Group INC. bought a new position in Innovator Defined Wealth Shield ETF during the 2nd quarter valued at $8,275,000.

Innovator Defined Wealth Shield ETF Trading Up 0.2%

Shares of BATS:BALT opened at $34.78 on Friday. The stock has a market cap of $3.26 billion, a PE ratio of 24.42 and a beta of 0.14. The stock’s fifty day simple moving average is $34.92 and its two-hundred day simple moving average is $34.25. Innovator Defined Wealth Shield ETF has a 1-year low of $32.79 and a 1-year high of $35.15.

About Innovator Defined Wealth Shield ETF

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.