Raymond James Financial Inc. bought a new position in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 794,745 shares of the company’s stock, valued at approximately $24,971,000.
A number of other large investors have also recently made changes to their positions in BALT. Legacy Investment Solutions LLC purchased a new position in Innovator Defined Wealth Shield ETF during the 3rd quarter valued at $83,000. Palumbo Wealth Management LLC bought a new position in shares of Innovator Defined Wealth Shield ETF in the fourth quarter worth about $224,000. D.B. Root & Company LLC purchased a new position in Innovator Defined Wealth Shield ETF in the 4th quarter worth about $231,000. SRS Capital Advisors Inc. purchased a new stake in Innovator Defined Wealth Shield ETF in the 4th quarter valued at about $236,000. Finally, Continuum Advisory LLC boosted its position in Innovator Defined Wealth Shield ETF by 57.5% in the 3rd quarter. Continuum Advisory LLC now owns 8,179 shares of the company’s stock valued at $255,000 after buying an additional 2,985 shares during the period.
Innovator Defined Wealth Shield ETF Price Performance
Shares of BALT stock opened at $31.37 on Friday. The company has a market capitalization of $1.19 billion, a P/E ratio of 27.00 and a beta of 0.13. The company’s 50-day simple moving average is $31.64 and its two-hundred day simple moving average is $31.24. Innovator Defined Wealth Shield ETF has a one year low of $28.96 and a one year high of $31.99.
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.
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