RFG Advisory LLC Raises Stock Holdings in Innovator Defined Wealth Shield ETF (BATS:BALT)

RFG Advisory LLC boosted its stake in Innovator Defined Wealth Shield ETF (BATS:BALT) by 14.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 83,682 shares of the company’s stock after buying an additional 10,809 shares during the period. RFG Advisory LLC owned approximately 0.38% of Innovator Defined Wealth Shield ETF worth $2,629,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Souders Financial Advisors acquired a new position in Innovator Defined Wealth Shield ETF in the 2nd quarter valued at about $218,000. Strategic Blueprint LLC grew its position in Innovator Defined Wealth Shield ETF by 31.6% in the 3rd quarter. Strategic Blueprint LLC now owns 21,165 shares of the company’s stock valued at $653,000 after acquiring an additional 5,085 shares in the last quarter. Concourse Financial Group Securities Inc. grew its position in Innovator Defined Wealth Shield ETF by 43.6% in the 3rd quarter. Concourse Financial Group Securities Inc. now owns 7,962 shares of the company’s stock valued at $245,000 after acquiring an additional 2,416 shares in the last quarter. Focus Financial Network Inc. grew its position in Innovator Defined Wealth Shield ETF by 53.0% in the 3rd quarter. Focus Financial Network Inc. now owns 24,125 shares of the company’s stock valued at $744,000 after acquiring an additional 8,355 shares in the last quarter. Finally, Glen Eagle Advisors LLC acquired a new position in Innovator Defined Wealth Shield ETF in the 3rd quarter valued at about $3,024,000.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of Innovator Defined Wealth Shield ETF stock opened at $31.72 on Friday. The firm has a market capitalization of $690.00 million, a P/E ratio of 21.98 and a beta of 0.18. The stock’s 50 day moving average is $31.44 and its 200-day moving average is $30.88.

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.