Atria Wealth Solutions Inc. Reduces Stake in Innovator Defined Wealth Shield ETF $BALT

Atria Wealth Solutions Inc. reduced its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 29.3% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 177,994 shares of the company’s stock after selling 73,629 shares during the period. Atria Wealth Solutions Inc.’s holdings in Innovator Defined Wealth Shield ETF were worth $5,710,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Wealthquest Corp increased its position in Innovator Defined Wealth Shield ETF by 11.8% during the first quarter. Wealthquest Corp now owns 3,442,846 shares of the company’s stock worth $108,037,000 after buying an additional 362,959 shares in the last quarter. Raymond James Financial Inc. increased its position in Innovator Defined Wealth Shield ETF by 131.6% during the first quarter. Raymond James Financial Inc. now owns 1,840,764 shares of the company’s stock worth $57,763,000 after buying an additional 1,046,019 shares in the last quarter. Envestnet Asset Management Inc. increased its position in Innovator Defined Wealth Shield ETF by 15.3% during the first quarter. Envestnet Asset Management Inc. now owns 1,834,621 shares of the company’s stock worth $57,570,000 after buying an additional 244,031 shares in the last quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors increased its position in Innovator Defined Wealth Shield ETF by 23.5% during the first quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 793,566 shares of the company’s stock worth $24,914,000 after buying an additional 150,815 shares in the last quarter. Finally, Crown Wealth Group LLC increased its position in Innovator Defined Wealth Shield ETF by 7.3% during the second quarter. Crown Wealth Group LLC now owns 764,336 shares of the company’s stock worth $24,520,000 after buying an additional 52,007 shares in the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

Innovator Defined Wealth Shield ETF stock opened at $32.81 on Tuesday. The stock has a fifty day moving average of $32.65 and a two-hundred day moving average of $32.06. The company has a market capitalization of $1.52 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a fifty-two week low of $29.35 and a fifty-two week high of $32.34.

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.