Dominguez Wealth Management Solutions Inc. Raises Stake in Innovator Defined Wealth Shield ETF (BATS:BALT)

Dominguez Wealth Management Solutions Inc. grew its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 0.5% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 203,314 shares of the company’s stock after purchasing an additional 1,088 shares during the quarter. Innovator Defined Wealth Shield ETF makes up 4.7% of Dominguez Wealth Management Solutions Inc.’s portfolio, making the stock its 6th biggest position. Dominguez Wealth Management Solutions Inc.’s holdings in Innovator Defined Wealth Shield ETF were worth $6,388,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of BALT. Legacy Investment Solutions LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter worth $83,000. Continuum Wealth Advisors LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the third quarter valued at about $200,000. Souders Financial Advisors bought a new stake in shares of Innovator Defined Wealth Shield ETF in the 2nd quarter valued at about $218,000. Gladstone Institutional Advisory LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter worth approximately $234,000. Finally, Concourse Financial Group Securities Inc. raised its stake in shares of Innovator Defined Wealth Shield ETF by 43.6% during the 3rd quarter. Concourse Financial Group Securities Inc. now owns 7,962 shares of the company’s stock worth $245,000 after acquiring an additional 2,416 shares in the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

BATS:BALT opened at $31.63 on Friday. The company’s 50 day moving average price is $31.40 and its 200 day moving average price is $30.83. The stock has a market capitalization of $687.84 million, a PE ratio of 21.98 and a beta of 0.18.

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.