Cetera Investment Advisers Boosts Stake in Innovator Defined Wealth Shield ETF $BALT

Cetera Investment Advisers lifted its holdings in Innovator Defined Wealth Shield ETF (BATS:BALTFree Report) by 4.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,592,364 shares of the company’s stock after purchasing an additional 63,395 shares during the period. Cetera Investment Advisers’ holdings in Innovator Defined Wealth Shield ETF were worth $53,288,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of the business. Sound Income Strategies LLC purchased a new position in Innovator Defined Wealth Shield ETF during the first quarter worth approximately $28,000. Motiv8 Investments LLC acquired a new stake in Innovator Defined Wealth Shield ETF in the fourth quarter valued at approximately $44,000. Accurate Wealth Management LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF in the fourth quarter valued at approximately $206,000. Betterment LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF in the third quarter valued at approximately $207,000. Finally, Csenge Advisory Group purchased a new stake in shares of Innovator Defined Wealth Shield ETF in the fourth quarter valued at approximately $226,000.

Innovator Defined Wealth Shield ETF Price Performance

Shares of BALT stock opened at $34.34 on Friday. Innovator Defined Wealth Shield ETF has a 1-year low of $32.21 and a 1-year high of $34.46. The company has a market cap of $1.60 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. The stock has a 50 day simple moving average of $34.24 and a 200-day simple moving average of $33.90.

Innovator Defined Wealth Shield ETF Profile

(Free Report)

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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Institutional Ownership by Quarter for Innovator Defined Wealth Shield ETF (BATS:BALT)

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