Triumph Capital Management Boosts Stock Position in Innovator Defined Wealth Shield ETF (BATS:BALT)

Triumph Capital Management grew its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 104.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 56,163 shares of the company’s stock after buying an additional 28,685 shares during the period. Triumph Capital Management owned 0.26% of Innovator Defined Wealth Shield ETF worth $1,765,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also made changes to their positions in the business. OneDigital Investment Advisors LLC raised its position in Innovator Defined Wealth Shield ETF by 2.8% in the 4th quarter. OneDigital Investment Advisors LLC now owns 25,700 shares of the company’s stock valued at $807,000 after purchasing an additional 700 shares during the last quarter. Wells Fargo & Company MN purchased a new stake in shares of Innovator Defined Wealth Shield ETF in the fourth quarter valued at about $26,000. Focus Financial Network Inc. boosted its stake in shares of Innovator Defined Wealth Shield ETF by 3.7% during the fourth quarter. Focus Financial Network Inc. now owns 25,015 shares of the company’s stock worth $786,000 after buying an additional 890 shares during the period. Rovin Capital UT ADV grew its holdings in shares of Innovator Defined Wealth Shield ETF by 1.5% during the fourth quarter. Rovin Capital UT ADV now owns 71,565 shares of the company’s stock worth $2,248,000 after buying an additional 1,051 shares during the last quarter. Finally, Dominguez Wealth Management Solutions Inc. grew its holdings in shares of Innovator Defined Wealth Shield ETF by 0.5% during the fourth quarter. Dominguez Wealth Management Solutions Inc. now owns 203,314 shares of the company’s stock worth $6,388,000 after buying an additional 1,088 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Up 1.6 %

Shares of Innovator Defined Wealth Shield ETF stock opened at $31.42 on Wednesday. The firm has a market cap of $1.37 billion, a price-to-earnings ratio of 24.56 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 52-week low of $29.02 and a 52-week high of $31.99. The company’s 50-day simple moving average is $31.28 and its 200-day simple moving average is $31.36.

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.