Wealth Advisory Solutions LLC grew its position in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 27.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 18,618 shares of the company’s stock after purchasing an additional 4,067 shares during the quarter. Wealth Advisory Solutions LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $585,000 at the end of the most recent reporting period.
Other institutional investors have also modified their holdings of the company. Glen Eagle Advisors LLC acquired a new position in Innovator Defined Wealth Shield ETF in the third quarter valued at approximately $3,024,000. Silver Oak Securities Incorporated lifted its position in shares of Innovator Defined Wealth Shield ETF by 14.2% during the 4th quarter. Silver Oak Securities Incorporated now owns 74,663 shares of the company’s stock worth $2,346,000 after buying an additional 9,286 shares during the last quarter. Legacy Investment Solutions LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter worth approximately $83,000. Allworth Financial LP boosted its holdings in shares of Innovator Defined Wealth Shield ETF by 111.4% in the 4th quarter. Allworth Financial LP now owns 25,674 shares of the company’s stock valued at $813,000 after buying an additional 13,532 shares in the last quarter. Finally, Sigma Planning Corp grew its position in shares of Innovator Defined Wealth Shield ETF by 39.0% in the 3rd quarter. Sigma Planning Corp now owns 146,755 shares of the company’s stock valued at $4,524,000 after buying an additional 41,138 shares during the last quarter.
Innovator Defined Wealth Shield ETF Price Performance
Shares of BALT opened at $31.55 on Wednesday. Innovator Defined Wealth Shield ETF has a 1-year low of $28.96 and a 1-year high of $31.99. The stock has a market cap of $1.20 billion, a PE ratio of 27.00 and a beta of 0.13. The firm has a fifty day moving average price of $31.65 and a 200 day moving average price of $31.19.
About Innovator Defined Wealth Shield ETF
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.
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