HBW Advisory Services LLC grew its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 8.6% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 15,033 shares of the company’s stock after purchasing an additional 1,192 shares during the period. HBW Advisory Services LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $472,000 as of its most recent filing with the SEC.
Other institutional investors and hedge funds have also recently modified their holdings of the company. Ashton Thomas Private Wealth LLC bought a new stake in Innovator Defined Wealth Shield ETF during the second quarter worth $32,000. Legacy Investment Solutions LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF in the third quarter valued at about $83,000. Continuum Wealth Advisors LLC bought a new position in shares of Innovator Defined Wealth Shield ETF during the third quarter valued at about $200,000. Souders Financial Advisors bought a new position in shares of Innovator Defined Wealth Shield ETF during the second quarter valued at about $218,000. Finally, Gladstone Institutional Advisory LLC purchased a new position in Innovator Defined Wealth Shield ETF during the third quarter worth about $234,000.
Innovator Defined Wealth Shield ETF Stock Performance
BATS:BALT opened at $31.42 on Friday. The company has a 50 day moving average price of $31.35 and a 200-day moving average price of $30.78. The stock has a market cap of $683.28 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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