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

Orion Portfolio Solutions LLC lifted its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 12.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 14,114 shares of the company’s stock after buying an additional 1,511 shares during the period. Orion Portfolio Solutions LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $435,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of the business. Glen Eagle Advisors LLC acquired a new position in Innovator Defined Wealth Shield ETF during the third quarter worth $3,024,000. Swmg LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter worth $777,000. Encompass More Asset Management increased its holdings in shares of Innovator Defined Wealth Shield ETF by 44.4% in the 3rd quarter. Encompass More Asset Management now owns 11,319 shares of the company’s stock valued at $349,000 after purchasing an additional 3,481 shares in the last quarter. WorthPointe LLC lifted its stake in shares of Innovator Defined Wealth Shield ETF by 4.9% in the third quarter. WorthPointe LLC now owns 13,736 shares of the company’s stock valued at $423,000 after purchasing an additional 640 shares during the period. Finally, Townsquare Capital LLC purchased a new stake in Innovator Defined Wealth Shield ETF during the third quarter worth about $3,201,000.

Innovator Defined Wealth Shield ETF Stock Down 0.7 %

Shares of BALT opened at $31.25 on Thursday. The business’s fifty day moving average is $31.19 and its 200-day moving average is $30.59. The firm has a market capitalization of $679.69 million, a price-to-earnings ratio of 21.98 and a beta of 0.18.

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.