Raymond James Financial Inc. Invests $24.97 Million in Innovator Defined Wealth Shield ETF (BATS:BALT)

Raymond James Financial Inc. purchased a new stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 794,745 shares of the company’s stock, valued at approximately $24,971,000. Raymond James Financial Inc. owned approximately 3.65% of Innovator Defined Wealth Shield ETF at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in BALT. WorthPointe LLC grew its holdings in shares of Innovator Defined Wealth Shield ETF by 4.9% in the third quarter. WorthPointe LLC now owns 13,736 shares of the company’s stock valued at $423,000 after purchasing an additional 640 shares in the last quarter. Focus Financial Network Inc. lifted its position in Innovator Defined Wealth Shield ETF by 3.7% during the fourth quarter. Focus Financial Network Inc. now owns 25,015 shares of the company’s stock valued at $786,000 after purchasing an additional 890 shares during the last quarter. OneDigital Investment Advisors LLC increased its holdings in shares of Innovator Defined Wealth Shield ETF by 4.2% in the 3rd quarter. OneDigital Investment Advisors LLC now owns 25,000 shares of the company’s stock worth $771,000 after buying an additional 1,000 shares during the last quarter. Rovin Capital UT ADV raised its position in shares of Innovator Defined Wealth Shield ETF by 1.5% during the 4th quarter. Rovin Capital UT ADV now owns 71,565 shares of the company’s stock valued at $2,248,000 after buying an additional 1,051 shares in the last quarter. Finally, Dominguez Wealth Management Solutions Inc. lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 0.5% in the 4th quarter. Dominguez Wealth Management Solutions Inc. now owns 203,314 shares of the company’s stock valued at $6,388,000 after acquiring an additional 1,088 shares during the last quarter.

Innovator Defined Wealth Shield ETF Trading Down 0.2 %

Shares of BATS:BALT opened at $31.37 on Friday. The company has a 50-day moving average price of $31.64 and a 200 day moving average price of $31.24. Innovator Defined Wealth Shield ETF has a 12 month low of $28.96 and a 12 month high of $31.99. The company has a market cap of $1.19 billion, a price-to-earnings ratio of 27.00 and a beta of 0.13.

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.