Glen Eagle Advisors LLC Has $12.61 Million Stock Position in Innovator Defined Wealth Shield ETF $BALT

Glen Eagle Advisors LLC grew its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 11.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 376,167 shares of the company’s stock after buying an additional 37,296 shares during the quarter. Innovator Defined Wealth Shield ETF makes up approximately 1.7% of Glen Eagle Advisors LLC’s portfolio, making the stock its 13th largest position. Glen Eagle Advisors LLC owned approximately 0.81% of Innovator Defined Wealth Shield ETF worth $12,605,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. GGM Financials LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF in the third quarter worth approximately $33,000. Caitlin John LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF in the third quarter worth approximately $78,000. Accurate Wealth Management LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF in the fourth quarter worth approximately $206,000. Betterment LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF in the third quarter worth approximately $207,000. Finally, Csenge Advisory Group purchased a new stake in shares of Innovator Defined Wealth Shield ETF in the fourth quarter worth approximately $226,000.

Innovator Defined Wealth Shield ETF Price Performance

BATS BALT opened at $34.19 on Friday. The company has a 50 day simple moving average of $33.98 and a 200-day simple moving average of $33.68. The firm has a market capitalization of $1.59 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 52-week low of $31.89 and a 52-week high of $34.22.

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.