Chris Bulman Inc Takes Position in Innovator Defined Wealth Shield ETF (BATS:BALT)

Chris Bulman Inc acquired a new position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 65,910 shares of the company’s stock, valued at approximately $1,979,000. Innovator Defined Wealth Shield ETF makes up approximately 1.4% of Chris Bulman Inc’s portfolio, making the stock its 17th biggest holding.

A number of other hedge funds have also modified their holdings of BALT. Foundations Investment Advisors LLC boosted its position in shares of Innovator Defined Wealth Shield ETF by 66.5% in the 2nd quarter. Foundations Investment Advisors LLC now owns 92,660 shares of the company’s stock valued at $2,783,000 after purchasing an additional 37,017 shares during the period. Ritholtz Wealth Management boosted its holdings in shares of Innovator Defined Wealth Shield ETF by 3.3% in the second quarter. Ritholtz Wealth Management now owns 80,503 shares of the company’s stock worth $2,418,000 after buying an additional 2,568 shares during the period. Claro Advisors LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF in the second quarter worth about $317,000. Commonwealth Equity Services LLC increased its position in shares of Innovator Defined Wealth Shield ETF by 47.3% in the second quarter. Commonwealth Equity Services LLC now owns 603,436 shares of the company’s stock worth $18,121,000 after acquiring an additional 193,735 shares in the last quarter. Finally, Arkadios Wealth Advisors raised its holdings in shares of Innovator Defined Wealth Shield ETF by 1.2% during the second quarter. Arkadios Wealth Advisors now owns 36,755 shares of the company’s stock valued at $1,104,000 after acquiring an additional 428 shares during the period.

Innovator Defined Wealth Shield ETF Trading Down 0.5 %

Shares of BATS:BALT opened at $30.22 on Friday. The company has a 50 day moving average price of $30.23 and a 200 day moving average price of $29.65. The stock has a market cap of $657.29 million, a P/E 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.