Atria Wealth Solutions Inc. increased its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 37.0% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 227,684 shares of the company’s stock after purchasing an additional 61,447 shares during the quarter. Atria Wealth Solutions Inc. owned 1.05% of Innovator Defined Wealth Shield ETF worth $7,154,000 as of its most recent filing with the SEC.
Several other hedge funds and other institutional investors have also recently bought and sold shares of BALT. Legacy Investment Solutions LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF in the third quarter valued at $83,000. Palumbo Wealth Management LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF in the fourth quarter worth about $224,000. D.B. Root & Company LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF in the fourth quarter worth about $231,000. Gladstone Institutional Advisory LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF in the third quarter worth about $234,000. Finally, Vestia Personal Wealth Advisors acquired a new position in shares of Innovator Defined Wealth Shield ETF in the third quarter worth about $248,000.
Innovator Defined Wealth Shield ETF Price Performance
Shares of BATS BALT opened at $31.89 on Thursday. The company’s 50-day moving average price is $31.59 and its 200 day moving average price is $31.08. The firm has a market capitalization of $693.50 million, a PE ratio of 21.98 and a beta of 0.18.
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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Want to see what other hedge funds are holding BALT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report).
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