Elevation Point Wealth Partners LLC Takes $5.27 Million Position in Innovator Defined Wealth Shield ETF $BALT

Elevation Point Wealth Partners LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 157,443 shares of the company’s stock, valued at approximately $5,269,000.

Other hedge funds have also added to or reduced their stakes in the company. Bison Wealth LLC boosted its holdings in shares of Innovator Defined Wealth Shield ETF by 73.5% during the 4th quarter. Bison Wealth LLC now owns 41,232 shares of the company’s stock worth $1,296,000 after buying an additional 17,464 shares in the last quarter. AQR Capital Management LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF in the 1st quarter valued at $347,000. Jane Street Group LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 1st quarter valued at $1,036,000. NewEdge Advisors LLC lifted its position in shares of Innovator Defined Wealth Shield ETF by 105.2% during the 2nd quarter. NewEdge Advisors LLC now owns 97,208 shares of the company’s stock valued at $3,118,000 after acquiring an additional 49,841 shares during the period. Finally, Ausdal Financial Partners Inc. boosted its stake in Innovator Defined Wealth Shield ETF by 18.1% during the second quarter. Ausdal Financial Partners Inc. now owns 34,396 shares of the company’s stock worth $1,103,000 after acquiring an additional 5,274 shares in the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

Shares of BATS BALT opened at $34.28 on Friday. The firm has a market cap of $1.59 billion, a PE ratio of 24.42 and a beta of 0.14. The company’s fifty day simple moving average is $34.13 and its 200 day simple moving average is $33.79. Innovator Defined Wealth Shield ETF has a 12-month low of $32.11 and a 12-month high of $34.36.

Innovator Defined Wealth Shield ETF Company Profile

(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.

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