Commonwealth Equity Services LLC Has $34.88 Million Holdings in Innovator Defined Wealth Shield ETF (BATS:BALT)

Commonwealth Equity Services LLC grew its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 4.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,110,130 shares of the company’s stock after purchasing an additional 48,731 shares during the period. Commonwealth Equity Services LLC owned about 5.10% of Innovator Defined Wealth Shield ETF worth $34,880,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Legacy Investment Solutions LLC acquired a new position in Innovator Defined Wealth Shield ETF in the 3rd quarter worth about $83,000. Palumbo Wealth Management LLC acquired a new position in Innovator Defined Wealth Shield ETF in the 4th quarter worth about $224,000. D.B. Root & Company LLC acquired a new position in Innovator Defined Wealth Shield ETF in the 4th quarter worth about $231,000. SRS Capital Advisors Inc. acquired a new position in Innovator Defined Wealth Shield ETF in the 4th quarter worth about $236,000. Finally, Continuum Advisory LLC increased its position in Innovator Defined Wealth Shield ETF by 57.5% in the 3rd quarter. Continuum Advisory LLC now owns 8,179 shares of the company’s stock worth $255,000 after purchasing an additional 2,985 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BATS BALT opened at $31.37 on Friday. The firm has a market cap of $1.19 billion, a price-to-earnings ratio of 27.00 and a beta of 0.13. The business’s 50-day simple moving average is $31.64 and its 200-day simple moving average is $31.24. Innovator Defined Wealth Shield ETF has a 52 week low of $28.96 and a 52 week high of $31.99.

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.