Allworth Financial LP raised its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 111.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 25,674 shares of the company’s stock after purchasing an additional 13,532 shares during the period. Allworth Financial LP owned about 0.12% of Innovator Defined Wealth Shield ETF worth $813,000 at the end of the most recent quarter.
Other large investors have also made changes to their positions in the company. Legacy Investment Solutions LLC purchased a new stake in Innovator Defined Wealth Shield ETF in the 3rd quarter worth $83,000. Palumbo Wealth Management LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the fourth quarter worth about $224,000. D.B. Root & Company LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 4th quarter worth about $231,000. Gladstone Institutional Advisory LLC purchased a new position in Innovator Defined Wealth Shield ETF in the 3rd quarter valued at about $234,000. Finally, Vestia Personal Wealth Advisors purchased a new position in Innovator Defined Wealth Shield ETF in the 3rd quarter valued at about $248,000.
Innovator Defined Wealth Shield ETF Trading Up 1.4 %
BATS:BALT opened at $31.89 on Thursday. The business’s 50 day moving average price is $31.59 and its 200 day moving average price is $31.08. The stock has a market cap of $693.50 million, a price-to-earnings 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.
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