World Investment Advisors lifted its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 194.9% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 334,786 shares of the company’s stock after buying an additional 221,247 shares during the period. World Investment Advisors’ holdings in Innovator Defined Wealth Shield ETF were worth $11,219,000 at the end of the most recent reporting period.
A number of other large investors have also recently made changes to their positions in the business. Fiscal Wisdom Wealth Management LLC increased its holdings in shares of Innovator Defined Wealth Shield ETF by 0.7% in the 4th quarter. Fiscal Wisdom Wealth Management LLC now owns 58,453 shares of the company’s stock worth $1,959,000 after buying an additional 380 shares during the last quarter. Balance Wealth LLC increased its holdings in shares of Innovator Defined Wealth Shield ETF by 2.0% in the 4th quarter. Balance Wealth LLC now owns 23,001 shares of the company’s stock worth $771,000 after buying an additional 457 shares during the last quarter. O Connor Financial Group LLC increased its holdings in shares of Innovator Defined Wealth Shield ETF by 2.6% in the 3rd quarter. O Connor Financial Group LLC now owns 20,633 shares of the company’s stock worth $677,000 after buying an additional 523 shares during the last quarter. Stephens Inc. AR increased its holdings in shares of Innovator Defined Wealth Shield ETF by 3.4% in the 3rd quarter. Stephens Inc. AR now owns 16,893 shares of the company’s stock worth $554,000 after buying an additional 555 shares during the last quarter. Finally, Nikulski Financial Inc. increased its holdings in shares of Innovator Defined Wealth Shield ETF by 10.3% in the 2nd quarter. Nikulski Financial Inc. now owns 7,700 shares of the company’s stock worth $247,000 after buying an additional 720 shares during the last quarter.
Innovator Defined Wealth Shield ETF Stock Up 0.2%
Innovator Defined Wealth Shield ETF stock opened at $34.06 on Wednesday. The company’s 50-day moving average price is $33.72 and its 200-day moving average price is $33.50. Innovator Defined Wealth Shield ETF has a twelve month low of $31.67 and a twelve month high of $34.08. The company has a market cap of $1.58 billion, a PE ratio of 24.42 and a beta of 0.14.
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.
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Want to see what other hedge funds are holding BALT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report).
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