Innovator Defined Wealth Shield ETF (BATS:BALT) Holdings Lifted by Dominguez Wealth Management Solutions Inc.

Dominguez Wealth Management Solutions Inc. raised its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 2.0% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 197,121 shares of the company’s stock after acquiring an additional 3,826 shares during the quarter. Innovator Defined Wealth Shield ETF makes up approximately 4.5% of Dominguez Wealth Management Solutions Inc.’s holdings, making the stock its 6th largest position. Dominguez Wealth Management Solutions Inc.’s holdings in Innovator Defined Wealth Shield ETF were worth $5,768,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Wealth Enhancement Advisory Services LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF in the 1st quarter worth approximately $544,000. Sunbelt Securities Inc. boosted its position in shares of Innovator Defined Wealth Shield ETF by 17.0% in the 1st quarter. Sunbelt Securities Inc. now owns 376,924 shares of the company’s stock worth $11,029,000 after purchasing an additional 54,712 shares in the last quarter. Financial Designs Corp lifted its position in Innovator Defined Wealth Shield ETF by 2.1% in the 1st quarter. Financial Designs Corp now owns 192,976 shares of the company’s stock valued at $5,646,000 after acquiring an additional 3,962 shares in the last quarter. Centaurus Financial Inc. lifted its position in Innovator Defined Wealth Shield ETF by 7.8% in the 4th quarter. Centaurus Financial Inc. now owns 374,213 shares of the company’s stock valued at $10,691,000 after acquiring an additional 27,028 shares in the last quarter. Finally, Madison Wealth Partners Inc bought a new position in Innovator Defined Wealth Shield ETF in the 4th quarter valued at approximately $276,000.

Innovator Defined Wealth Shield ETF Stock Performance

BALT stock traded up $0.06 during midday trading on Monday, hitting $30.09. The company’s stock had a trading volume of 688,078 shares. The stock has a market capitalization of $654.46 million, a P/E ratio of 21.98 and a beta of 0.18. The business has a 50 day simple moving average of $29.52 and a 200-day simple moving average of $29.12.

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.