Innovator Defined Wealth Shield ETF (BATS:BALT) Position Boosted by Steward Partners Investment Advisory LLC

Steward Partners Investment Advisory LLC raised its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 79.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,081 shares of the company’s stock after acquiring an additional 6,234 shares during the quarter. Steward Partners Investment Advisory LLC owned approximately 0.06% of Innovator Defined Wealth Shield ETF worth $442,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of BALT. Kingsview Wealth Management LLC grew its stake in Innovator Defined Wealth Shield ETF by 669.6% during the 3rd quarter. Kingsview Wealth Management LLC now owns 1,653,091 shares of the company’s stock valued at $50,965,000 after acquiring an additional 1,438,282 shares in the last quarter. Wealthquest Corp grew its stake in Innovator Defined Wealth Shield ETF by 49.6% during the 4th quarter. Wealthquest Corp now owns 3,079,887 shares of the company’s stock valued at $96,770,000 after acquiring an additional 1,021,486 shares in the last quarter. Compass Advisory Group LLC grew its stake in Innovator Defined Wealth Shield ETF by 1,309.4% during the 4th quarter. Compass Advisory Group LLC now owns 654,883 shares of the company’s stock valued at $20,576,000 after acquiring an additional 608,418 shares in the last quarter. Gradient Investments LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF during the 4th quarter valued at about $17,223,000. Finally, Central Valley Advisors LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF during the 4th quarter valued at about $9,156,000.

Innovator Defined Wealth Shield ETF Price Performance

Shares of Innovator Defined Wealth Shield ETF stock opened at $31.36 on Thursday. The firm has a market cap of $1.19 billion, a price-to-earnings ratio of 27.00 and a beta of 0.13. The stock has a 50-day simple moving average of $31.64 and a 200-day simple moving average of $31.23. Innovator Defined Wealth Shield ETF has a 52-week low of $28.96 and a 52-week high of $31.99.

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.