Innovator Defined Wealth Shield ETF $BALT Stock Position Increased by New Wave Wealth Advisors LLC

New Wave Wealth Advisors LLC lifted its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 35.5% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 81,994 shares of the company’s stock after buying an additional 21,462 shares during the period. Innovator Defined Wealth Shield ETF makes up 1.0% of New Wave Wealth Advisors LLC’s holdings, making the stock its 27th largest position. New Wave Wealth Advisors LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $2,748,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Osaic Holdings Inc. raised its stake in shares of Innovator Defined Wealth Shield ETF by 29.8% in the 2nd quarter. Osaic Holdings Inc. now owns 2,306,222 shares of the company’s stock worth $73,983,000 after buying an additional 529,782 shares in the last quarter. Raymond James Financial Inc. grew its holdings in shares of Innovator Defined Wealth Shield ETF by 24.5% in the 3rd quarter. Raymond James Financial Inc. now owns 2,104,517 shares of the company’s stock worth $69,070,000 after acquiring an additional 413,938 shares during the last quarter. Envestnet Asset Management Inc. grew its holdings in shares of Innovator Defined Wealth Shield ETF by 6.3% in the 3rd quarter. Envestnet Asset Management Inc. now owns 1,825,207 shares of the company’s stock worth $59,903,000 after acquiring an additional 107,652 shares during the last quarter. Orion Porfolio Solutions LLC grew its holdings in shares of Innovator Defined Wealth Shield ETF by 14.7% in the 3rd quarter. Orion Porfolio Solutions LLC now owns 965,795 shares of the company’s stock worth $31,697,000 after acquiring an additional 124,004 shares during the last quarter. Finally, Reliant Wealth Planning grew its holdings in shares of Innovator Defined Wealth Shield ETF by 2,527.0% in the 3rd quarter. Reliant Wealth Planning now owns 957,346 shares of the company’s stock worth $31,420,000 after acquiring an additional 920,903 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Up 0.1%

Shares of BATS BALT opened at $33.57 on Tuesday. The stock has a market capitalization of $1.56 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. The stock’s fifty day simple moving average is $33.63 and its 200 day simple moving average is $33.32. Innovator Defined Wealth Shield ETF has a 52-week low of $30.07 and a 52-week high of $33.84.

Innovator Defined Wealth Shield ETF 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.