Personal CFO Solutions LLC Purchases Shares of 550,278 Innovator Defined Wealth Shield ETF $BALT

Personal CFO Solutions LLC purchased a new stake in Innovator Defined Wealth Shield ETF (BATS:BALT) during the 1st quarter, Holdings Channel reports. The firm purchased 550,278 shares of the company’s stock, valued at approximately $18,415,000. Innovator Defined Wealth Shield ETF accounts for about 2.6% of Personal CFO Solutions LLC’s holdings, making the stock its 4th largest position.

A number of other hedge funds have also modified their holdings of BALT. Bison Wealth LLC raised its position in shares of Innovator Defined Wealth Shield ETF by 73.5% during the 4th quarter. Bison Wealth LLC now owns 41,232 shares of the company’s stock worth $1,296,000 after purchasing an additional 17,464 shares during the last quarter. AQR Capital Management LLC acquired a new stake in Innovator Defined Wealth Shield ETF during the 1st quarter valued at $347,000. Jane Street Group LLC purchased a new position in Innovator Defined Wealth Shield ETF during the first quarter worth $1,036,000. NewEdge Advisors LLC increased its position in Innovator Defined Wealth Shield ETF by 105.2% during the second quarter. NewEdge Advisors LLC now owns 97,208 shares of the company’s stock worth $3,118,000 after buying an additional 49,841 shares in the last quarter. Finally, Ausdal Financial Partners Inc. raised its holdings in shares of Innovator Defined Wealth Shield ETF by 18.1% in the second quarter. Ausdal Financial Partners Inc. now owns 34,396 shares of the company’s stock worth $1,103,000 after acquiring an additional 5,274 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Down 0.1%

Shares of BATS:BALT opened at $34.30 on Thursday. Innovator Defined Wealth Shield ETF has a 52-week low of $32.13 and a 52-week high of $34.36. The stock’s fifty day simple moving average is $34.15 and its 200-day simple moving average is $33.82. The company 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 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.