Whipplewood Advisors LLC Makes New Investment in Innovator Defined Wealth Shield ETF (BATS:BALT)

Whipplewood Advisors LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 68,538 shares of the company’s stock, valued at approximately $2,153,000. Innovator Defined Wealth Shield ETF accounts for about 1.2% of Whipplewood Advisors LLC’s investment portfolio, making the stock its 18th biggest holding. Whipplewood Advisors LLC owned 0.32% of Innovator Defined Wealth Shield ETF at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the business. WorthPointe LLC boosted its stake in Innovator Defined Wealth Shield ETF by 4.9% in the 3rd quarter. WorthPointe LLC now owns 13,736 shares of the company’s stock worth $423,000 after purchasing an additional 640 shares during the period. Allworth Financial LP lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 5.6% in the third quarter. Allworth Financial LP now owns 12,142 shares of the company’s stock valued at $374,000 after purchasing an additional 642 shares in the last quarter. Focus Financial Network Inc. boosted its position in shares of Innovator Defined Wealth Shield ETF by 3.7% during the fourth quarter. Focus Financial Network Inc. now owns 25,015 shares of the company’s stock worth $786,000 after buying an additional 890 shares during the period. OneDigital Investment Advisors LLC boosted its position 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 raised its position in Innovator Defined Wealth Shield ETF by 1.5% in the 4th quarter. Rovin Capital UT ADV now owns 71,565 shares of the company’s stock valued at $2,248,000 after buying an additional 1,051 shares during the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

BATS BALT opened at $31.74 on Thursday. The company has a 50 day moving average price of $31.62 and a 200 day moving average price of $31.15. The company has a market cap of $1.20 billion, a PE ratio of 27.00 and a beta of 0.13.

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.