World Investment Advisors trimmed its position in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 2.7% in the fourth quarter, HoldingsChannel.com reports. The firm owned 109,000 shares of the company’s stock after selling 3,075 shares during the quarter. World Investment Advisors’ holdings in Innovator Defined Wealth Shield ETF were worth $3,425,000 at the end of the most recent reporting period.
Several other institutional investors have also modified their holdings of BALT. Wealthquest Corp lifted its stake in Innovator Defined Wealth Shield ETF by 49.6% during the fourth quarter. Wealthquest Corp now owns 3,079,887 shares of the company’s stock valued at $96,770,000 after purchasing an additional 1,021,486 shares during the last quarter. Raymond James Financial Inc. acquired a new position in shares of Innovator Defined Wealth Shield ETF in the 4th quarter worth $24,971,000. Compass Advisory Group LLC boosted its position in shares of Innovator Defined Wealth Shield ETF by 1,309.4% in the 4th quarter. Compass Advisory Group LLC now owns 654,883 shares of the company’s stock valued at $20,576,000 after purchasing an additional 608,418 shares during the period. Gradient Investments LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF in the 4th quarter valued at $17,223,000. Finally, NBZ Investment Advisors LLC purchased a new position in Innovator Defined Wealth Shield ETF in the 4th quarter worth about $12,419,000.
Innovator Defined Wealth Shield ETF Trading Down 2.8 %
BALT stock opened at $30.57 on Friday. Innovator Defined Wealth Shield ETF has a one year low of $28.96 and a one year high of $31.99. The firm has a 50-day moving average of $31.56 and a two-hundred day moving average of $31.33. The firm has a market capitalization of $1.30 billion, a PE ratio of 26.17 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.
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Want to see what other hedge funds are holding BALT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report).
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