Foundations Investment Advisors LLC increased its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 129.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,226,639 shares of the company’s stock after buying an additional 691,493 shares during the period. Foundations Investment Advisors LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $41,105,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other hedge funds and other institutional investors have also recently made changes to their positions in the company. AE Wealth Management LLC lifted its position in shares of Innovator Defined Wealth Shield ETF by 9.4% during the 3rd quarter. AE Wealth Management LLC now owns 540,794 shares of the company’s stock valued at $17,749,000 after buying an additional 46,427 shares in the last quarter. Integrity Advisory Solutions LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter valued at approximately $3,404,000. Archer Investment Corp purchased a new position in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter valued at approximately $4,667,000. BCS Wealth Management lifted its position in shares of Innovator Defined Wealth Shield ETF by 78.6% during the 4th quarter. BCS Wealth Management now owns 63,887 shares of the company’s stock valued at $2,141,000 after buying an additional 28,107 shares in the last quarter. Finally, Atria Investments Inc purchased a new position in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter valued at approximately $2,164,000.
Innovator Defined Wealth Shield ETF Price Performance
Shares of BATS:BALT opened at $34.13 on Thursday. Innovator Defined Wealth Shield ETF has a 1 year low of $31.79 and a 1 year high of $34.22. The firm has a market capitalization of $1.59 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. The business’s 50 day moving average price is $33.81 and its 200-day moving average price is $33.59.
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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