Laurel Oak Wealth Management LLC Purchases 121,163 Shares of Innovator Defined Wealth Shield ETF $BALT

Laurel Oak Wealth Management LLC increased its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 120.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 221,398 shares of the company’s stock after buying an additional 121,163 shares during the period. Innovator Defined Wealth Shield ETF comprises approximately 1.2% of Laurel Oak Wealth Management LLC’s holdings, making the stock its 21st largest holding. Laurel Oak Wealth Management LLC owned about 0.48% of Innovator Defined Wealth Shield ETF worth $7,409,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Motiv8 Investments LLC bought a new position in Innovator Defined Wealth Shield ETF during the 4th quarter worth about $44,000. Caitlin John LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter valued at about $78,000. Accurate Wealth Management LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF in the 4th quarter worth approximately $206,000. Betterment LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter worth approximately $207,000. Finally, Csenge Advisory Group bought a new position in shares of Innovator Defined Wealth Shield ETF during the fourth quarter valued at approximately $226,000.

Innovator Defined Wealth Shield ETF Stock Performance

BATS BALT opened at $34.26 on Friday. The company has a market cap of $1.59 billion, a PE ratio of 24.42 and a beta of 0.14. The firm’s 50 day moving average price is $34.09 and its 200-day moving average price is $33.76. Innovator Defined Wealth Shield ETF has a 52-week low of $32.04 and a 52-week high of $34.27.

Innovator Defined Wealth Shield ETF 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.