Innovator Defined Wealth Shield ETF (BATS:BALT) Shares Bought by Cetera Advisors LLC

Cetera Advisors LLC grew its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 458.5% during the first quarter, Holdings Channel reports. The firm owned 217,075 shares of the company’s stock after purchasing an additional 178,205 shares during the period. Cetera Advisors LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $6,352,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. U.S. Capital Wealth Advisors LLC increased its holdings in shares of Innovator Defined Wealth Shield ETF by 11.6% in the 4th quarter. U.S. Capital Wealth Advisors LLC now owns 29,445 shares of the company’s stock valued at $841,000 after acquiring an additional 3,072 shares during the period. Delta Investment Management LLC increased its holdings in shares of Innovator Defined Wealth Shield ETF by 63.7% in the 4th quarter. Delta Investment Management LLC now owns 57,357 shares of the company’s stock valued at $1,639,000 after acquiring an additional 22,327 shares during the period. Comprehensive Financial Consultants Institutional Inc. increased its holdings in shares of Innovator Defined Wealth Shield ETF by 45.7% in the 1st quarter. Comprehensive Financial Consultants Institutional Inc. now owns 22,071 shares of the company’s stock valued at $646,000 after acquiring an additional 6,924 shares during the period. Atria Wealth Solutions Inc. increased its stake in Innovator Defined Wealth Shield ETF by 12.8% in the 4th quarter. Atria Wealth Solutions Inc. now owns 78,405 shares of the company’s stock valued at $2,240,000 after buying an additional 8,900 shares during the period. Finally, RiverTree Advisors LLC increased its stake in Innovator Defined Wealth Shield ETF by 2.6% in the 4th quarter. RiverTree Advisors LLC now owns 66,818 shares of the company’s stock valued at $1,909,000 after buying an additional 1,702 shares during the period.

Innovator Defined Wealth Shield ETF Stock Down 0.3 %

BALT traded down $0.10 during trading on Friday, hitting $30.03. The stock had a trading volume of 175,333 shares. The company has a market capitalization of $653.04 million, a price-to-earnings ratio of 21.98 and a beta of 0.18. The business has a fifty day moving average of $29.98 and a 200-day moving average of $29.40.

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.