Innovator Defined Wealth Shield ETF (BATS:BALT) Shares Bought by Woodard & Co. Asset Management Group Inc. ADV

Woodard & Co. Asset Management Group Inc. ADV lifted its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 3,346.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 206,948 shares of the company’s stock after acquiring an additional 200,943 shares during the quarter. Innovator Defined Wealth Shield ETF accounts for approximately 1.4% of Woodard & Co. Asset Management Group Inc. ADV’s portfolio, making the stock its 14th largest holding. Woodard & Co. Asset Management Group Inc. ADV owned about 0.95% of Innovator Defined Wealth Shield ETF worth $6,380,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. Arkadios Wealth Advisors boosted its position in shares of Innovator Defined Wealth Shield ETF by 1.2% during the 2nd quarter. Arkadios Wealth Advisors now owns 36,755 shares of the company’s stock worth $1,104,000 after purchasing an additional 428 shares in the last quarter. O Connor Financial Group LLC grew its position in Innovator Defined Wealth Shield ETF by 5.4% during the third quarter. O Connor Financial Group LLC now owns 18,074 shares of the company’s stock worth $557,000 after buying an additional 922 shares during the period. Ashton Thomas Private Wealth LLC purchased a new position in Innovator Defined Wealth Shield ETF in the second quarter valued at about $32,000. BCS Wealth Management lifted its position in shares of Innovator Defined Wealth Shield ETF by 4.0% during the 3rd quarter. BCS Wealth Management now owns 42,130 shares of the company’s stock valued at $1,299,000 after acquiring an additional 1,623 shares during the period. Finally, Concourse Financial Group Securities Inc. boosted its stake in shares of Innovator Defined Wealth Shield ETF by 61.9% during the 2nd quarter. Concourse Financial Group Securities Inc. now owns 5,546 shares of the company’s stock worth $167,000 after acquiring an additional 2,121 shares in the last quarter.

Innovator Defined Wealth Shield ETF Stock Up 0.1 %

BATS BALT opened at $30.97 on Friday. The company has a fifty day moving average price of $30.66 and a 200 day moving average price of $30.04. The stock has a market cap of $673.49 million, a P/E ratio of 21.98 and a beta of 0.18.

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.