Cetera Investment Advisers Increases Stock Holdings in Innovator Defined Wealth Shield ETF (BATS:BALT)

Cetera Investment Advisers increased its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 28.2% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 767,323 shares of the company’s stock after purchasing an additional 169,004 shares during the quarter. Cetera Investment Advisers’ holdings in Innovator Defined Wealth Shield ETF were worth $24,109,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in BALT. Brown Wealth Management LLC lifted its position in shares of Innovator Defined Wealth Shield ETF by 33.1% in the fourth quarter. Brown Wealth Management LLC now owns 138,183 shares of the company’s stock valued at $4,342,000 after acquiring an additional 34,361 shares in the last quarter. Gallagher Fiduciary Advisors LLC lifted its holdings in Innovator Defined Wealth Shield ETF by 190.5% in the 4th quarter. Gallagher Fiduciary Advisors LLC now owns 38,631 shares of the company’s stock valued at $1,214,000 after purchasing an additional 25,334 shares in the last quarter. Bison Wealth LLC boosted its stake in shares of Innovator Defined Wealth Shield ETF by 73.5% during the 4th quarter. Bison Wealth LLC now owns 41,232 shares of the company’s stock worth $1,296,000 after purchasing an additional 17,464 shares during the last quarter. Triumph Capital Management grew its holdings in shares of Innovator Defined Wealth Shield ETF by 104.4% during the fourth quarter. Triumph Capital Management now owns 56,163 shares of the company’s stock worth $1,765,000 after buying an additional 28,685 shares in the last quarter. Finally, Long Island Wealth Management Inc. raised its position in shares of Innovator Defined Wealth Shield ETF by 238.2% in the fourth quarter. Long Island Wealth Management Inc. now owns 154,821 shares of the company’s stock valued at $4,864,000 after buying an additional 109,047 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BATS BALT opened at $31.58 on Friday. Innovator Defined Wealth Shield ETF has a 1 year low of $29.22 and a 1 year high of $31.99. The firm has a market cap of $1.37 billion, a P/E ratio of 24.56 and a beta of 0.14. The firm’s 50 day moving average price is $31.25 and its 200 day moving average price is $31.38.

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.