Kingsview Wealth Management LLC raised its position in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 19.1% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 1,007,223 shares of the company’s stock after purchasing an additional 161,394 shares during the period. Kingsview Wealth Management LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $33,752,000 as of its most recent filing with the SEC.
A number of other hedge funds and other institutional investors have also recently modified their holdings of BALT. Reliant Wealth Planning lifted its position in shares of Innovator Defined Wealth Shield ETF by 2,527.0% in the 3rd quarter. Reliant Wealth Planning now owns 957,346 shares of the company’s stock worth $31,420,000 after purchasing an additional 920,903 shares during the period. Raymond James Financial Inc. lifted its position in shares of Innovator Defined Wealth Shield ETF by 24.5% in the 3rd quarter. Raymond James Financial Inc. now owns 2,104,517 shares of the company’s stock worth $69,070,000 after purchasing an additional 413,938 shares during the period. NewEdge Advisors LLC lifted its position in shares of Innovator Defined Wealth Shield ETF by 324.2% in the 3rd quarter. NewEdge Advisors LLC now owns 412,363 shares of the company’s stock worth $13,534,000 after purchasing an additional 315,155 shares during the period. Foundations Investment Advisors LLC lifted its position in shares of Innovator Defined Wealth Shield ETF by 99.4% in the 3rd quarter. Foundations Investment Advisors LLC now owns 535,146 shares of the company’s stock worth $17,563,000 after purchasing an additional 266,823 shares during the period. Finally, Orion Porfolio Solutions LLC lifted its position in shares of Innovator Defined Wealth Shield ETF by 42.0% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 841,791 shares of the company’s stock worth $27,005,000 after purchasing an additional 248,809 shares during the period.
Innovator Defined Wealth Shield ETF Stock Performance
Shares of BATS BALT opened at $34.13 on Thursday. The company has a market capitalization of $1.59 billion, a P/E ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 52-week low of $31.79 and a 52-week high of $34.22. The company’s 50 day moving average price is $33.81 and its 200-day moving average price is $33.59.
About Innovator Defined Wealth Shield ETF
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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