Innovator Defined Wealth Shield ETF $BALT Stock Holdings Decreased by Harbour Investments Inc.

Harbour Investments Inc. reduced its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 10.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 462,354 shares of the company’s stock after selling 51,926 shares during the period. Harbour Investments Inc.’s holdings in Innovator Defined Wealth Shield ETF were worth $15,493,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Prospera Financial Services Inc grew its position in Innovator Defined Wealth Shield ETF by 61.7% during the fourth quarter. Prospera Financial Services Inc now owns 14,129 shares of the company’s stock valued at $473,000 after purchasing an additional 5,393 shares in the last quarter. CFO4Life Group LLC grew its position in Innovator Defined Wealth Shield ETF by 39.9% during the fourth quarter. CFO4Life Group LLC now owns 32,411 shares of the company’s stock valued at $1,086,000 after purchasing an additional 9,250 shares in the last quarter. EverSource Wealth Advisors LLC purchased a new position in Innovator Defined Wealth Shield ETF during the fourth quarter valued at approximately $302,000. Axxcess Wealth Management LLC purchased a new position in Innovator Defined Wealth Shield ETF during the fourth quarter valued at approximately $5,841,000. Finally, Signature Estate & Investment Advisors LLC grew its position in Innovator Defined Wealth Shield ETF by 8.8% during the fourth quarter. Signature Estate & Investment Advisors LLC now owns 72,057 shares of the company’s stock valued at $2,415,000 after purchasing an additional 5,799 shares in the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BALT opened at $34.09 on Tuesday. The company’s 50 day moving average price is $33.79 and its 200 day moving average price is $33.57. Innovator Defined Wealth Shield ETF has a 52 week low of $31.67 and a 52 week high of $34.22. The company has a market capitalization of $1.58 billion, a PE ratio of 24.42 and a beta of 0.14.

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.