KFG Wealth Management LLC lifted its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 28.4% during the fourth quarter, HoldingsChannel reports. The firm owned 136,187 shares of the company’s stock after acquiring an additional 30,147 shares during the quarter. Innovator Defined Wealth Shield ETF makes up 0.6% of KFG Wealth Management LLC’s investment portfolio, making the stock its 28th largest position. KFG Wealth Management LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $4,564,000 as of its most recent filing with the Securities & Exchange Commission.
Other institutional investors have also made changes to their positions in the company. GGM Financials LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter worth approximately $33,000. Caitlin John LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter worth approximately $78,000. Geneos Wealth Management Inc. acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter worth approximately $90,000. NWF Advisory Services Inc. acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter worth approximately $201,000. Finally, Accurate Wealth Management LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 4th quarter worth approximately $206,000.
Innovator Defined Wealth Shield ETF Trading Up 0.1%
BALT stock opened at $33.57 on Tuesday. The firm has a market capitalization 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. The business’s 50 day simple moving average is $33.63 and its 200 day simple moving average is $33.32.
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.
Further Reading
Want to see what other hedge funds are holding BALT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report).
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