World Investment Advisors Boosts Stock Holdings in Innovator Defined Wealth Shield ETF $BALT

World Investment Advisors grew its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 9.0% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 114,831 shares of the company’s stock after purchasing an additional 9,529 shares during the quarter. World Investment Advisors owned approximately 0.25% of Innovator Defined Wealth Shield ETF worth $3,684,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in BALT. Bison Wealth LLC increased its holdings in shares of Innovator Defined Wealth Shield ETF by 73.5% during the 4th quarter. Bison Wealth LLC now owns 41,232 shares of the company’s stock valued at $1,296,000 after purchasing an additional 17,464 shares in the last quarter. Wealth Enhancement Advisory Services LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF during the 1st quarter valued at approximately $521,000. Clear Creek Financial Management LLC purchased a new stake in Innovator Defined Wealth Shield ETF in the 1st quarter worth $328,000. Elmwood Wealth Management Inc. purchased a new stake in Innovator Defined Wealth Shield ETF in the 1st quarter worth $351,000. Finally, Mutual Advisors LLC increased its holdings in Innovator Defined Wealth Shield ETF by 1.6% in the 1st quarter. Mutual Advisors LLC now owns 248,451 shares of the company’s stock worth $7,796,000 after acquiring an additional 3,939 shares in the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BATS BALT opened at $33.01 on Friday. The firm has a market cap of $1.53 billion, a PE ratio of 24.42 and a beta of 0.14. The firm has a fifty day moving average of $32.77 and a 200 day moving average of $32.24. Innovator Defined Wealth Shield ETF has a one year low of $29.35 and a one year high of $32.34.

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.