Innovator Defined Wealth Shield ETF (BATS:BALT) Shares Bought by Glen Eagle Advisors LLC

Glen Eagle Advisors LLC increased its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 98.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 194,310 shares of the company’s stock after purchasing an additional 96,220 shares during the period. Innovator Defined Wealth Shield ETF accounts for 1.0% of Glen Eagle Advisors LLC’s investment portfolio, making the stock its 21st biggest position. Glen Eagle Advisors LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $6,105,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in BALT. Ameritas Advisory Services LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 4th quarter valued at about $658,000. Wealthquest Corp raised its stake in Innovator Defined Wealth Shield ETF by 49.6% during the fourth quarter. Wealthquest Corp now owns 3,079,887 shares of the company’s stock worth $96,770,000 after purchasing an additional 1,021,486 shares during the period. D.B. Root & Company LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF in the 4th quarter valued at $231,000. RFG Advisory LLC grew its stake in shares of Innovator Defined Wealth Shield ETF by 14.8% during the 4th quarter. RFG Advisory LLC now owns 83,682 shares of the company’s stock valued at $2,629,000 after buying an additional 10,809 shares during the period. Finally, Encompass More Asset Management increased its holdings in shares of Innovator Defined Wealth Shield ETF by 34.5% during the 4th quarter. Encompass More Asset Management now owns 15,224 shares of the company’s stock worth $478,000 after buying an additional 3,905 shares during the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

Shares of BATS:BALT opened at $31.82 on Wednesday. Innovator Defined Wealth Shield ETF has a 12 month low of $29.31 and a 12 month high of $31.99. The business has a 50-day moving average of $31.30 and a two-hundred day moving average of $31.43. The firm has a market capitalization of $1.44 billion, a PE ratio of 24.31 and a beta of 0.14.

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.