OneDigital Investment Advisors LLC Has $2.94 Million Position in Innovator Defined Wealth Shield ETF $BALT

OneDigital Investment Advisors LLC grew its stake in Innovator Defined Wealth Shield ETF (BATS:BALT) by 49.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 89,689 shares of the company’s stock after purchasing an additional 29,789 shares during the quarter. OneDigital Investment Advisors LLC owned approximately 0.19% of Innovator Defined Wealth Shield ETF worth $2,944,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of BALT. O Connor Financial Group LLC raised its holdings in Innovator Defined Wealth Shield ETF by 2.6% in the 3rd quarter. O Connor Financial Group LLC now owns 20,633 shares of the company’s stock valued at $677,000 after acquiring an additional 523 shares during the period. Stephens Inc. AR grew its position in shares of Innovator Defined Wealth Shield ETF by 3.4% in the third quarter. Stephens Inc. AR now owns 16,893 shares of the company’s stock valued at $554,000 after purchasing an additional 555 shares during the last quarter. Signal Advisors Wealth LLC increased its stake in shares of Innovator Defined Wealth Shield ETF by 9.6% during the third quarter. Signal Advisors Wealth LLC now owns 6,980 shares of the company’s stock worth $229,000 after purchasing an additional 610 shares during the period. Maia Wealth LLC lifted its holdings in Innovator Defined Wealth Shield ETF by 4.7% during the 2nd quarter. Maia Wealth LLC now owns 14,455 shares of the company’s stock worth $464,000 after purchasing an additional 644 shares during the last quarter. Finally, Nikulski Financial Inc. boosted its stake in Innovator Defined Wealth Shield ETF by 10.3% in the 2nd quarter. Nikulski Financial Inc. now owns 7,700 shares of the company’s stock valued at $247,000 after purchasing an additional 720 shares during the period.

Innovator Defined Wealth Shield ETF Price Performance

Shares of BATS BALT opened at $33.71 on Tuesday. The firm has a market cap of $1.57 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. The stock’s fifty day moving average price is $33.59 and its two-hundred day moving average price is $33.11. Innovator Defined Wealth Shield ETF has a one year low of $30.07 and a one year high of $33.81.

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.