Innovator Defined Wealth Shield ETF (BATS:BALT) is Dominguez Wealth Management Solutions Inc.’s 6th Largest Position

Dominguez Wealth Management Solutions Inc. trimmed its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 3.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 202,226 shares of the company’s stock after selling 7,784 shares during the quarter. Innovator Defined Wealth Shield ETF makes up approximately 4.5% of Dominguez Wealth Management Solutions Inc.’s investment portfolio, making the stock its 6th largest position. Dominguez Wealth Management Solutions Inc.’s holdings in Innovator Defined Wealth Shield ETF were worth $6,235,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in BALT. Arkadios Wealth Advisors grew its holdings in Innovator Defined Wealth Shield ETF by 1.2% in the 2nd quarter. Arkadios Wealth Advisors now owns 36,755 shares of the company’s stock valued at $1,104,000 after buying an additional 428 shares in the last quarter. Comprehensive Financial Consultants Institutional Inc. grew its holdings in Innovator Defined Wealth Shield ETF by 45.7% in the 1st quarter. Comprehensive Financial Consultants Institutional Inc. now owns 22,071 shares of the company’s stock valued at $646,000 after buying an additional 6,924 shares in the last quarter. Concourse Financial Group Securities Inc. grew its holdings in Innovator Defined Wealth Shield ETF by 61.9% in the 2nd quarter. Concourse Financial Group Securities Inc. now owns 5,546 shares of the company’s stock valued at $167,000 after buying an additional 2,121 shares in the last quarter. Souders Financial Advisors purchased a new stake in Innovator Defined Wealth Shield ETF in the 2nd quarter valued at $218,000. Finally, Raymond James & Associates grew its holdings in Innovator Defined Wealth Shield ETF by 23.5% in the 2nd quarter. Raymond James & Associates now owns 125,426 shares of the company’s stock valued at $3,767,000 after buying an additional 23,898 shares in the last quarter.

Innovator Defined Wealth Shield ETF Trading Up 0.0 %

Shares of BATS:BALT opened at $30.78 on Friday. The company has a 50-day moving average of $30.40 and a two-hundred day moving average of $29.85. The stock has a market cap of $669.47 million, a PE ratio of 21.98 and a beta of 0.18.

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.