Innovator Defined Wealth Shield ETF $BALT Stock: RHL Group LLC Raises Holdings

RHL Group LLC boosted its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 35.3% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 208,699 shares of the company’s stock after buying an additional 54,496 shares during the quarter. Innovator Defined Wealth Shield ETF makes up about 4.9% of RHL Group LLC’s holdings, making the stock its 5th largest position. RHL Group LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $7,294,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the business. Beam Wealth Advisors Inc. purchased a new stake in Innovator Defined Wealth Shield ETF during the 3rd quarter worth about $730,000. Ashton Thomas Private Wealth LLC boosted its position in shares of Innovator Defined Wealth Shield ETF by 2.1% during the 3rd 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. International Assets Investment Management LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter worth about $264,000. Kestra Advisory Services LLC increased its holdings in shares of Innovator Defined Wealth Shield ETF by 48.1% in the 3rd quarter. Kestra Advisory Services LLC now owns 481,380 shares of the company’s stock valued at $16,824,000 after acquiring an additional 156,386 shares during the last quarter. Finally, Claro Advisors Inc. increased its holdings in shares of Innovator Defined Wealth Shield ETF by 7.5% in the 3rd quarter. Claro Advisors Inc. now owns 29,930 shares of the company’s stock valued at $1,046,000 after acquiring an additional 2,093 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

BALT opened at $34.78 on Monday. Innovator Defined Wealth Shield ETF has a one year low of $32.79 and a one year high of $35.15. The company has a market cap of $3.26 billion, a P/E ratio of 24.42 and a beta of 0.14. The business’s 50-day simple moving average is $34.92 and its 200-day simple moving average is $34.25.

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.