Innovator Defined Wealth Shield ETF $BALT is Lee Johnson Capital Management LLC’s 2nd Largest Position

Lee Johnson Capital Management LLC cut its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 2.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 821,980 shares of the company’s stock after selling 22,437 shares during the quarter. Innovator Defined Wealth Shield ETF accounts for approximately 9.4% of Lee Johnson Capital Management LLC’s holdings, making the stock its 2nd biggest position. Lee Johnson Capital Management LLC owned approximately 1.77% of Innovator Defined Wealth Shield ETF worth $27,545,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. Bison Wealth LLC lifted its stake in shares of Innovator Defined Wealth Shield ETF by 73.5% in the 4th quarter. Bison Wealth LLC now owns 41,232 shares of the company’s stock worth $1,296,000 after acquiring an additional 17,464 shares during the period. AQR Capital Management LLC purchased a new stake in Innovator Defined Wealth Shield ETF in the 1st quarter valued at approximately $347,000. Jane Street Group LLC acquired a new position in Innovator Defined Wealth Shield ETF during the 1st quarter worth approximately $1,036,000. CreativeOne Wealth LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF during the 2nd quarter worth approximately $835,000. Finally, Steward Partners Investment Advisory LLC raised its stake in shares of Innovator Defined Wealth Shield ETF by 120.1% during the 2nd quarter. Steward Partners Investment Advisory LLC now owns 111,563 shares of the company’s stock worth $3,579,000 after buying an additional 60,866 shares in the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

BALT opened at $33.45 on Wednesday. Innovator Defined Wealth Shield ETF has a 12 month low of $30.07 and a 12 month high of $33.84. The stock has a market capitalization of $1.55 billion, a P/E ratio of 24.42 and a beta of 0.14. The business has a 50 day simple moving average of $33.66 and a 200-day simple moving average of $33.27.

Innovator Defined Wealth Shield ETF Company 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.