Encompass More Asset Management Buys 3,905 Shares of Innovator Defined Wealth Shield ETF (BATS:BALT)

Encompass More Asset Management grew its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 34.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 15,224 shares of the company’s stock after acquiring an additional 3,905 shares during the quarter. Encompass More Asset Management’s holdings in Innovator Defined Wealth Shield ETF were worth $478,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Souders Financial Advisors bought a new stake in Innovator Defined Wealth Shield ETF in the second quarter worth about $218,000. Strategic Blueprint LLC raised its holdings in shares of Innovator Defined Wealth Shield ETF by 31.6% in the third quarter. Strategic Blueprint LLC now owns 21,165 shares of the company’s stock worth $653,000 after buying an additional 5,085 shares during the period. Concourse Financial Group Securities Inc. lifted its stake in shares of Innovator Defined Wealth Shield ETF by 43.6% during the 3rd quarter. Concourse Financial Group Securities Inc. now owns 7,962 shares of the company’s stock worth $245,000 after acquiring an additional 2,416 shares during the last quarter. Focus Financial Network Inc. boosted its holdings in Innovator Defined Wealth Shield ETF by 53.0% during the 3rd quarter. Focus Financial Network Inc. now owns 24,125 shares of the company’s stock valued at $744,000 after acquiring an additional 8,355 shares during the period. Finally, Glen Eagle Advisors LLC bought a new position in Innovator Defined Wealth Shield ETF in the 3rd quarter valued at $3,024,000.

Innovator Defined Wealth Shield ETF Stock Performance

BALT stock opened at $31.72 on Friday. The stock has a market capitalization of $689.91 million, a price-to-earnings ratio of 21.98 and a beta of 0.18. The stock has a fifty day simple moving average of $31.43 and a two-hundred day simple moving average of $30.87.

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.