Stratos Wealth Advisors LLC Has $1.33 Million Stock Position in Innovator Defined Wealth Shield ETF (BATS:BALT)

Stratos Wealth Advisors LLC increased its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 117.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 42,437 shares of the company’s stock after purchasing an additional 22,947 shares during the quarter. Stratos Wealth Advisors LLC owned about 0.20% of Innovator Defined Wealth Shield ETF worth $1,333,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of the company. Kingsview Wealth Management LLC lifted its stake in Innovator Defined Wealth Shield ETF by 669.6% in the third quarter. Kingsview Wealth Management LLC now owns 1,653,091 shares of the company’s stock valued at $50,965,000 after buying an additional 1,438,282 shares during the period. Wealthquest Corp raised its position in shares of Innovator Defined Wealth Shield ETF by 49.6% in the 4th quarter. Wealthquest Corp now owns 3,079,887 shares of the company’s stock valued at $96,770,000 after acquiring an additional 1,021,486 shares during the period. Compass Advisory Group LLC boosted its stake in Innovator Defined Wealth Shield ETF by 1,309.4% during the 4th quarter. Compass Advisory Group LLC now owns 654,883 shares of the company’s stock worth $20,576,000 after acquiring an additional 608,418 shares during the last quarter. Gradient Investments LLC acquired a new position in Innovator Defined Wealth Shield ETF during the fourth quarter valued at approximately $17,223,000. Finally, Commonwealth Equity Services LLC grew its holdings in Innovator Defined Wealth Shield ETF by 75.9% during the third quarter. Commonwealth Equity Services LLC now owns 1,061,399 shares of the company’s stock valued at $32,723,000 after purchasing an additional 457,963 shares during the period.

Innovator Defined Wealth Shield ETF Trading Up 1.0 %

BALT opened at $31.74 on Friday. The stock has a fifty day moving average price of $31.52 and a two-hundred day moving average price of $30.97. The firm has a market capitalization of $690.24 million, a price-to-earnings ratio of 21.98 and a beta of 0.18.

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.