Ausdal Financial Partners Inc. Has $672,000 Position in Innovator Defined Wealth Shield ETF (BATS:BALT)

Ausdal Financial Partners Inc. lifted its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 25.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 21,388 shares of the company’s stock after acquiring an additional 4,346 shares during the period. Ausdal Financial Partners Inc. owned approximately 0.10% of Innovator Defined Wealth Shield ETF worth $672,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Wealthquest Corp raised its holdings in Innovator Defined Wealth Shield ETF by 49.6% in the fourth quarter. Wealthquest Corp now owns 3,079,887 shares of the company’s stock worth $96,770,000 after purchasing an additional 1,021,486 shares during the period. Raymond James Financial Inc. acquired a new stake in Innovator Defined Wealth Shield ETF during the 4th quarter worth $24,971,000. Compass Advisory Group LLC lifted its holdings in Innovator Defined Wealth Shield ETF by 1,309.4% during the fourth quarter. Compass Advisory Group LLC now owns 654,883 shares of the company’s stock worth $20,576,000 after acquiring an additional 608,418 shares in the last quarter. Gradient Investments LLC acquired a new position in Innovator Defined Wealth Shield ETF in the fourth quarter valued at about $17,223,000. Finally, Central Valley Advisors LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF in the fourth quarter worth about $9,156,000.

Innovator Defined Wealth Shield ETF Price Performance

BATS BALT opened at $31.38 on Friday. The stock’s 50-day moving average is $31.62 and its 200-day moving average is $31.30. Innovator Defined Wealth Shield ETF has a one year low of $28.96 and a one year high of $31.99. The firm has a market cap of $1.28 billion, a P/E ratio of 26.13 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.