Innovator Defined Wealth Shield ETF $BALT Shares Bought by World Investment Advisors

World Investment Advisors grew its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 9.0% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 114,831 shares of the company’s stock after purchasing an additional 9,529 shares during the quarter. World Investment Advisors’ holdings in Innovator Defined Wealth Shield ETF were worth $3,684,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Northwestern Mutual Wealth Management Co. acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 1st quarter valued at about $42,000. Hazlett Burt & Watson Inc. boosted its position in shares of Innovator Defined Wealth Shield ETF by 69.3% during the 2nd quarter. Hazlett Burt & Watson Inc. now owns 1,287 shares of the company’s stock valued at $42,000 after acquiring an additional 527 shares during the last quarter. Larson Financial Group LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 1st quarter valued at about $60,000. IFP Advisors Inc acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 1st quarter valued at about $102,000. Finally, Alaska Permanent Capital Management LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 2nd quarter valued at about $167,000.

Innovator Defined Wealth Shield ETF Trading Up 6.7%

Shares of BALT stock opened at $33.01 on Friday. The company’s 50-day moving average price is $32.77 and its 200-day moving average price is $32.24. The stock has a market cap of $1.53 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a twelve month low of $29.35 and a twelve month 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.