Innovator Defined Wealth Shield ETF $BALT Stock Holdings Increased by New Wave Wealth Advisors LLC

New Wave Wealth Advisors LLC raised its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 35.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 81,994 shares of the company’s stock after acquiring an additional 21,462 shares during the period. Innovator Defined Wealth Shield ETF makes up 1.0% of New Wave Wealth Advisors LLC’s holdings, making the stock its 27th largest position. New Wave Wealth Advisors LLC owned approximately 0.18% of Innovator Defined Wealth Shield ETF worth $2,748,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. GGM Financials LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter worth $33,000. Caitlin John LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter worth $78,000. Geneos Wealth Management Inc. bought a new stake in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter worth $90,000. NWF Advisory Services Inc. bought a new stake in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter worth $201,000. Finally, Accurate Wealth Management LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF in the 4th quarter worth $206,000.

Innovator Defined Wealth Shield ETF Stock Performance

BALT opened at $33.57 on Tuesday. Innovator Defined Wealth Shield ETF has a one year low of $30.07 and a one year high of $33.84. The stock’s fifty day moving average is $33.63 and its 200-day moving average is $33.32. The company has a market capitalization of $1.56 billion, a PE ratio of 24.42 and a beta of 0.14.

Innovator Defined Wealth Shield ETF Company 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.