Legacy Investment Solutions LLC Invests $83,000 in Innovator Defined Wealth Shield ETF (BATS:BALT)

Legacy Investment Solutions LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) in the third quarter, Holdings Channel.com reports. The fund acquired 2,666 shares of the company’s stock, valued at approximately $83,000.

A number of other hedge funds also recently made changes to their positions in BALT. Kingsview Wealth Management LLC increased its position in shares of Innovator Defined Wealth Shield ETF by 669.6% during the 3rd quarter. Kingsview Wealth Management LLC now owns 1,653,091 shares of the company’s stock valued at $50,965,000 after purchasing an additional 1,438,282 shares during the last quarter. Commonwealth Equity Services LLC grew its position in Innovator Defined Wealth Shield ETF by 75.9% during the third quarter. Commonwealth Equity Services LLC now owns 1,061,399 shares of the company’s stock valued at $32,723,000 after acquiring an additional 457,963 shares during the last quarter. Woodard & Co. Asset Management Group Inc. ADV grew its position in Innovator Defined Wealth Shield ETF by 3,346.3% during the third quarter. Woodard & Co. Asset Management Group Inc. ADV now owns 206,948 shares of the company’s stock valued at $6,380,000 after acquiring an additional 200,943 shares during the last quarter. CWM LLC raised its stake in shares of Innovator Defined Wealth Shield ETF by 26,096.1% during the third quarter. CWM LLC now owns 135,172 shares of the company’s stock worth $4,167,000 after acquiring an additional 134,656 shares in the last quarter. Finally, Foundations Investment Advisors LLC lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 136.4% in the 3rd quarter. Foundations Investment Advisors LLC now owns 219,094 shares of the company’s stock worth $6,755,000 after acquiring an additional 126,434 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

BALT stock opened at $31.46 on Friday. The company has a market cap of $684.26 million, a price-to-earnings ratio of 21.98 and a beta of 0.18. The firm’s 50 day simple moving average is $31.08 and its two-hundred day simple moving average is $30.48.

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.