Orion Portfolio Solutions LLC Increases Stock Position in Innovator Defined Wealth Shield ETF (BATS:BALT)

Orion Portfolio Solutions LLC grew its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 322.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 59,601 shares of the company’s stock after purchasing an additional 45,487 shares during the quarter. Orion Portfolio Solutions LLC owned approximately 0.27% of Innovator Defined Wealth Shield ETF worth $1,873,000 as of its most recent filing with the SEC.

Several other hedge funds also recently made changes to their positions in the company. Focus Financial Network Inc. grew its stake in Innovator Defined Wealth Shield ETF by 3.7% during the 4th quarter. Focus Financial Network Inc. now owns 25,015 shares of the company’s stock worth $786,000 after buying an additional 890 shares during the last quarter. Rovin Capital UT ADV increased its holdings in shares of Innovator Defined Wealth Shield ETF by 1.5% in the 4th quarter. Rovin Capital UT ADV now owns 71,565 shares of the company’s stock valued at $2,248,000 after acquiring an additional 1,051 shares during the period. Dominguez Wealth Management Solutions Inc. raised its position in Innovator Defined Wealth Shield ETF by 0.5% in the 4th quarter. Dominguez Wealth Management Solutions Inc. now owns 203,314 shares of the company’s stock valued at $6,388,000 after purchasing an additional 1,088 shares during the last quarter. BCS Wealth Management grew its position in Innovator Defined Wealth Shield ETF by 2.6% during the 4th quarter. BCS Wealth Management now owns 43,233 shares of the company’s stock worth $1,358,000 after purchasing an additional 1,103 shares during the last quarter. Finally, Capasso Planning Partners LLC increased its stake in Innovator Defined Wealth Shield ETF by 6.6% in the third quarter. Capasso Planning Partners LLC now owns 17,742 shares of the company’s stock valued at $547,000 after purchasing an additional 1,106 shares during the period.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BATS:BALT opened at $31.42 on Thursday. The company has a 50-day simple moving average of $31.60 and a 200-day simple moving average of $31.33. Innovator Defined Wealth Shield ETF has a one year low of $28.96 and a one year high of $31.99. The stock has a market capitalization of $1.33 billion, a price-to-earnings ratio of 26.17 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.