Holos Integrated Wealth LLC Purchases New Stake in Innovator Defined Wealth Shield ETF $BALT

Holos Integrated Wealth LLC acquired a new position in Innovator Defined Wealth Shield ETF (BATS:BALT) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 164,765 shares of the company’s stock, valued at approximately $5,526,000. Innovator Defined Wealth Shield ETF makes up 3.1% of Holos Integrated Wealth LLC’s portfolio, making the stock its 12th largest position.

A number of other institutional investors have also recently bought and sold shares of BALT. GGM Financials LLC purchased a new position in Innovator Defined Wealth Shield ETF during the 3rd quarter valued at about $33,000. Caitlin John LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF in the third quarter worth approximately $78,000. Geneos Wealth Management Inc. purchased a new stake in shares of Innovator Defined Wealth Shield ETF in the third quarter worth approximately $90,000. NWF Advisory Services Inc. acquired a new stake in shares of Innovator Defined Wealth Shield ETF during the third quarter worth approximately $201,000. Finally, Optima Capital LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF during the third quarter worth approximately $207,000.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BALT opened at $33.43 on Friday. The company has a market capitalization of $1.55 billion, a PE ratio of 24.42 and a beta of 0.14. The company’s 50 day moving average price is $33.67 and its 200 day moving average price is $33.25. Innovator Defined Wealth Shield ETF has a 52 week low of $30.07 and a 52 week high of $33.84.

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.