Wealthcare Advisory Partners LLC Boosts Stock Position in Innovator Defined Wealth Shield ETF (BATS:BALT)

Wealthcare Advisory Partners LLC boosted its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 6.5% in the fourth quarter, HoldingsChannel.com reports. The fund owned 432,418 shares of the company’s stock after purchasing an additional 26,339 shares during the period. Wealthcare Advisory Partners LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $13,587,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the company. WorthPointe LLC boosted its holdings in Innovator Defined Wealth Shield ETF by 4.9% in the third quarter. WorthPointe LLC now owns 13,736 shares of the company’s stock valued at $423,000 after purchasing an additional 640 shares during the period. Allworth Financial LP boosted its stake in shares of Innovator Defined Wealth Shield ETF by 5.6% in the 3rd quarter. Allworth Financial LP now owns 12,142 shares of the company’s stock valued at $374,000 after buying an additional 642 shares during the period. O Connor Financial Group LLC grew its position in shares of Innovator Defined Wealth Shield ETF by 5.4% during the third quarter. O Connor Financial Group LLC now owns 18,074 shares of the company’s stock worth $557,000 after buying an additional 922 shares in the last quarter. OneDigital Investment Advisors LLC increased its stake in shares of Innovator Defined Wealth Shield ETF by 4.2% during the third quarter. OneDigital Investment Advisors LLC now owns 25,000 shares of the company’s stock worth $771,000 after buying an additional 1,000 shares during the period. Finally, Rovin Capital UT ADV increased its stake in shares of Innovator Defined Wealth Shield ETF by 1.5% during the fourth quarter. Rovin Capital UT ADV now owns 71,565 shares of the company’s stock worth $2,248,000 after buying an additional 1,051 shares during the period.

Innovator Defined Wealth Shield ETF Stock Up 0.4 %

Shares of Innovator Defined Wealth Shield ETF stock opened at $31.58 on Friday. The business has a 50-day moving average price of $31.39 and a 200 day moving average price of $30.82. The stock has a market capitalization of $686.76 million, a P/E ratio of 21.98 and a beta of 0.18.

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.