Chris Bulman Inc Buys New Position in Innovator Defined Wealth Shield ETF (BATS:BALT)

Chris Bulman Inc bought a new stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 65,910 shares of the company’s stock, valued at approximately $1,979,000. Innovator Defined Wealth Shield ETF accounts for approximately 1.4% of Chris Bulman Inc’s holdings, making the stock its 17th largest position. Chris Bulman Inc owned approximately 0.30% of Innovator Defined Wealth Shield ETF as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Foundations Investment Advisors LLC bought a new stake in Innovator Defined Wealth Shield ETF during the fourth quarter worth approximately $82,768,000. Kingsview Wealth Management LLC raised its stake in shares of Innovator Defined Wealth Shield ETF by 43.2% in the 4th quarter. Kingsview Wealth Management LLC now owns 1,302,512 shares of the company’s stock worth $37,213,000 after buying an additional 393,180 shares in the last quarter. Cambridge Investment Research Advisors Inc. lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 85.8% in the fourth quarter. Cambridge Investment Research Advisors Inc. now owns 138,830 shares of the company’s stock valued at $3,966,000 after buying an additional 64,099 shares during the period. Cetera Advisor Networks LLC boosted its stake in Innovator Defined Wealth Shield ETF by 551.8% during the fourth quarter. Cetera Advisor Networks LLC now owns 388,295 shares of the company’s stock valued at $11,094,000 after buying an additional 328,718 shares in the last quarter. Finally, Core Wealth Advisors Inc. acquired a new position in Innovator Defined Wealth Shield ETF during the fourth quarter worth about $149,000.

Innovator Defined Wealth Shield ETF Trading Down 0.5 %

Shares of Innovator Defined Wealth Shield ETF stock opened at $30.22 on Friday. The company has a market capitalization of $657.29 million, a PE ratio of 21.98 and a beta of 0.18. The business has a 50 day simple moving average of $30.23 and a 200-day simple moving average of $29.65.

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.