Wealth Advisory Solutions LLC Raises Holdings in Innovator Defined Wealth Shield ETF (BATS:BALT)

Wealth Advisory Solutions LLC raised its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 27.9% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 18,618 shares of the company’s stock after purchasing an additional 4,067 shares during the period. Wealth Advisory Solutions LLC owned 0.09% of Innovator Defined Wealth Shield ETF worth $585,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in BALT. Legacy Investment Solutions LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF in the third quarter worth about $83,000. Palumbo Wealth Management LLC acquired a new stake in Innovator Defined Wealth Shield ETF in the 4th quarter valued at about $224,000. D.B. Root & Company LLC acquired a new stake in Innovator Defined Wealth Shield ETF in the 4th quarter valued at about $231,000. Gladstone Institutional Advisory LLC purchased a new position in Innovator Defined Wealth Shield ETF in the 3rd quarter worth approximately $234,000. Finally, SRS Capital Advisors Inc. acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 4th quarter worth approximately $236,000.

Innovator Defined Wealth Shield ETF Stock Performance

BATS:BALT opened at $31.55 on Wednesday. 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 cap of $1.20 billion, a PE ratio of 27.00 and a beta of 0.13. The stock has a 50 day moving average price of $31.65 and a 200 day moving average price of $31.19.

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.