NBZ Investment Advisors LLC Increases Stock Holdings in Innovator Defined Wealth Shield ETF $BALT

NBZ Investment Advisors LLC lifted its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 10.9% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 488,298 shares of the company’s stock after purchasing an additional 48,145 shares during the quarter. Innovator Defined Wealth Shield ETF accounts for approximately 7.1% of NBZ Investment Advisors LLC’s holdings, making the stock its 3rd largest position. NBZ Investment Advisors LLC owned approximately 1.05% of Innovator Defined Wealth Shield ETF worth $16,363,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of BALT. AE Wealth Management LLC lifted its stake in shares of Innovator Defined Wealth Shield ETF by 9.4% in the 3rd quarter. AE Wealth Management LLC now owns 540,794 shares of the company’s stock worth $17,749,000 after acquiring an additional 46,427 shares during the period. Integrity Advisory Solutions LLC bought a new position in shares of Innovator Defined Wealth Shield ETF in the third quarter valued at approximately $3,404,000. Archer Investment Corp acquired a new position in shares of Innovator Defined Wealth Shield ETF during the third quarter valued at approximately $4,667,000. Atria Investments Inc bought a new stake in Innovator Defined Wealth Shield ETF during the third quarter worth approximately $2,164,000. Finally, Wealthcare Advisory Partners LLC raised its holdings in Innovator Defined Wealth Shield ETF by 5.3% during the third quarter. Wealthcare Advisory Partners LLC now owns 491,952 shares of the company’s stock worth $16,146,000 after purchasing an additional 24,637 shares in the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

BALT opened at $34.00 on Friday. The business has a 50 day moving average price of $33.70 and a two-hundred day moving average price of $33.48. The company has a market capitalization of $1.58 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 1-year low of $31.54 and a 1-year high of $34.07.

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.