77,550 Innovator Defined Wealth Shield ETF $BALT Shares Purchased by Jacobi Capital Management LLC

Jacobi Capital Management LLC increased its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 37.9% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 282,118 shares of the company’s stock after acquiring an additional 77,550 shares during the quarter. Jacobi Capital Management LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $9,860,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also bought and sold shares of the business. Silver Grove Financial Group Inc. purchased a new position in shares of Innovator Defined Wealth Shield ETF during the third quarter valued at approximately $57,000. Triton Wealth Management PLLC bought a new position in Innovator Defined Wealth Shield ETF during the 3rd quarter valued at approximately $351,000. RHL Group LLC increased its position in Innovator Defined Wealth Shield ETF by 35.3% during the 3rd quarter. RHL Group LLC now owns 208,699 shares of the company’s stock valued at $7,294,000 after buying an additional 54,496 shares in the last quarter. Beam Wealth Advisors Inc. purchased a new position in Innovator Defined Wealth Shield ETF during the third quarter valued at $730,000. Finally, Ashton Thomas Private Wealth LLC boosted its holdings in Innovator Defined Wealth Shield ETF by 2.1% in the third quarter. Ashton Thomas Private Wealth LLC now owns 21,274 shares of the company’s stock worth $744,000 after acquiring an additional 435 shares in the last quarter.

Innovator Defined Wealth Shield ETF Trading Up 0.3%

BATS BALT opened at $35.04 on Thursday. Innovator Defined Wealth Shield ETF has a 12 month low of $32.79 and a 12 month high of $35.15. The stock has a market cap of $3.28 billion, a P/E ratio of 24.42 and a beta of 0.14. The stock’s fifty day moving average price is $34.94 and its 200-day moving average price is $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.