D.B. Root & Company LLC Buys Shares of 7,361 Innovator Defined Wealth Shield ETF (BATS:BALT)

D.B. Root & Company LLC purchased a new position in Innovator Defined Wealth Shield ETF (BATS:BALT) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 7,361 shares of the company’s stock, valued at approximately $231,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of BALT. Legacy Investment Solutions LLC bought a new position in Innovator Defined Wealth Shield ETF in the third quarter valued at about $83,000. Continuum Wealth Advisors LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter valued at about $200,000. Souders Financial Advisors bought a new position in shares of Innovator Defined Wealth Shield ETF in the 2nd quarter worth approximately $218,000. Gladstone Institutional Advisory LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF in the third quarter worth approximately $234,000. Finally, Concourse Financial Group Securities Inc. grew its position in Innovator Defined Wealth Shield ETF by 43.6% during the third quarter. Concourse Financial Group Securities Inc. now owns 7,962 shares of the company’s stock valued at $245,000 after buying an additional 2,416 shares during the period.

Innovator Defined Wealth Shield ETF Trading Up 0.8 %

Shares of BALT stock opened at $31.70 on Thursday. The stock has a market capitalization of $689.37 million, a PE ratio of 21.98 and a beta of 0.18. The firm’s 50 day simple moving average is $31.42 and its 200 day simple moving average is $30.86.

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.