Independent Financial Group LLC Buys Shares of 170,318 Innovator Defined Wealth Shield ETF $BALT

Independent Financial Group LLC bought a new stake in Innovator Defined Wealth Shield ETF (BATS:BALT) during the first quarter, according to the company in its most recent disclosure with the SEC. The firm bought 170,318 shares of the company’s stock, valued at approximately $5,700,000.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Sound Income Strategies LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 1st quarter worth $28,000. Motiv8 Investments LLC acquired a new stake in Innovator Defined Wealth Shield ETF in the fourth quarter valued at about $44,000. Accurate Wealth Management LLC acquired a new stake in Innovator Defined Wealth Shield ETF in the fourth quarter valued at about $206,000. Betterment LLC acquired a new stake in Innovator Defined Wealth Shield ETF in the third quarter valued at about $207,000. Finally, Csenge Advisory Group bought a new position in Innovator Defined Wealth Shield ETF in the fourth quarter valued at about $226,000.

Innovator Defined Wealth Shield ETF Trading Up 0.1%

Shares of BATS BALT opened at $34.44 on Friday. The company has a market cap of $1.60 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 12 month low of $32.21 and a 12 month high of $34.46. The stock has a 50-day moving average price of $34.20 and a two-hundred day moving average price of $33.86.

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.