BFI Wealth Solutions LLC Invests $754,000 in Innovator Defined Wealth Shield ETF $BALT

BFI Wealth Solutions LLC purchased a new stake in Innovator Defined Wealth Shield ETF (BATS:BALT) during the 4th quarter, HoldingsChannel reports. The fund purchased 22,515 shares of the company’s stock, valued at approximately $754,000.

Several other hedge funds and other institutional investors also recently modified their holdings of BALT. JPMorgan Chase & Co. lifted its stake in shares of Innovator Defined Wealth Shield ETF by 46,021.3% during the 4th quarter. JPMorgan Chase & Co. now owns 4,025,929 shares of the company’s stock valued at $134,909,000 after buying an additional 4,017,200 shares in the last quarter. Osaic Holdings Inc. raised its holdings in Innovator Defined Wealth Shield ETF by 4.8% during the 4th quarter. Osaic Holdings Inc. now owns 2,441,139 shares of the company’s stock valued at $81,802,000 after acquiring an additional 111,344 shares during the period. Raymond James Financial Inc. raised its holdings in Innovator Defined Wealth Shield ETF by 24.5% during the 3rd quarter. Raymond James Financial Inc. now owns 2,104,517 shares of the company’s stock valued at $69,070,000 after acquiring an additional 413,938 shares during the period. Cetera Investment Advisers lifted its position in shares of Innovator Defined Wealth Shield ETF by 22.7% during the fourth quarter. Cetera Investment Advisers now owns 1,528,969 shares of the company’s stock worth $51,236,000 after acquiring an additional 282,713 shares in the last quarter. Finally, Foundations Investment Advisors LLC lifted its position in shares of Innovator Defined Wealth Shield ETF by 129.2% during the fourth quarter. Foundations Investment Advisors LLC now owns 1,226,639 shares of the company’s stock worth $41,105,000 after acquiring an additional 691,493 shares in the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

Innovator Defined Wealth Shield ETF stock opened at $34.25 on Friday. The firm has a market capitalization of $1.59 billion, a P/E ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a one year low of $32.00 and a one year high of $34.25. The business has a fifty day moving average price of $34.03 and a 200-day moving average price of $33.72.

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.