Raymond James & Associates Buys New Shares in Innovator Defined Wealth Shield ETF (BATS:BALT)

Raymond James & Associates bought a new stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALTFree Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 50,586 shares of the company’s stock, valued at approximately $1,445,000. Raymond James & Associates owned approximately 0.34% of Innovator Defined Wealth Shield ETF as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently modified their holdings of the company. JPMorgan Chase & Co. purchased a new position in shares of Innovator Defined Wealth Shield ETF during the 1st quarter valued at $42,000. GHP Investment Advisors Inc. purchased a new stake in Innovator Defined Wealth Shield ETF in the 3rd quarter worth $70,000. Morgan Stanley purchased a new stake in Innovator Defined Wealth Shield ETF in the 4th quarter worth $73,000. UBS Group AG purchased a new stake in Innovator Defined Wealth Shield ETF in the 1st quarter worth $222,000. Finally, Harbour Investments Inc. lifted its stake in Innovator Defined Wealth Shield ETF by 4,231.5% in the 4th quarter. Harbour Investments Inc. now owns 8,663 shares of the company’s stock worth $230,000 after purchasing an additional 8,463 shares in the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BALT stock opened at $28.97 on Friday. The stock has a market cap of $605.47 million, a PE ratio of 21.98 and a beta of 0.10. The business has a 50 day moving average of $29.11 and a two-hundred day moving average of $28.61.

About Innovator Defined Wealth Shield ETF

(Free Report)

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.

Further Reading

Institutional Ownership by Quarter for Innovator Defined Wealth Shield ETF (BATS:BALT)

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