Mutual Advisors LLC Raises Stock Holdings in Innovator Defined Wealth Shield ETF $BALT

Mutual Advisors LLC lifted its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 16.1% in the fourth quarter, HoldingsChannel.com reports. The fund owned 284,038 shares of the company’s stock after acquiring an additional 39,486 shares during the period. Mutual Advisors LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $9,518,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently modified their holdings of BALT. Bison Wealth LLC increased its position in shares of Innovator Defined Wealth Shield ETF by 73.5% during the fourth quarter. Bison Wealth LLC now owns 41,232 shares of the company’s stock valued at $1,296,000 after acquiring an additional 17,464 shares during the last quarter. AQR Capital Management LLC purchased a new stake in Innovator Defined Wealth Shield ETF in the first quarter worth $347,000. Jane Street Group LLC purchased a new stake in Innovator Defined Wealth Shield ETF in the first quarter worth $1,036,000. NewEdge Advisors LLC increased its position in Innovator Defined Wealth Shield ETF by 105.2% in the second quarter. NewEdge Advisors LLC now owns 97,208 shares of the company’s stock worth $3,118,000 after buying an additional 49,841 shares during the last quarter. Finally, Ausdal Financial Partners Inc. increased its position in Innovator Defined Wealth Shield ETF by 18.1% in the second quarter. Ausdal Financial Partners Inc. now owns 34,396 shares of the company’s stock worth $1,103,000 after buying an additional 5,274 shares during the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

BATS:BALT opened at $33.98 on Friday. The business has a fifty day simple moving average of $33.69 and a two-hundred day simple moving average of $33.44. Innovator Defined Wealth Shield ETF has a 1 year low of $31.43 and a 1 year high of $33.98. The company has a market capitalization of $1.58 billion, a P/E ratio of 24.42 and a beta of 0.14.

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.