Innovator Defined Wealth Shield ETF $BALT Stock Holdings Lifted by Kestra Advisory Services LLC

Kestra Advisory Services LLC boosted its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 48.1% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 481,380 shares of the company’s stock after acquiring an additional 156,386 shares during the period. Kestra Advisory Services LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $16,824,000 at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in the business. Wealthquest Corp increased its stake in Innovator Defined Wealth Shield ETF by 36.9% during the first quarter. Wealthquest Corp now owns 3,233,718 shares of the company’s stock worth $108,216,000 after acquiring an additional 871,138 shares during the last quarter. Cetera Investment Advisers raised its position in Innovator Defined Wealth Shield ETF by 4.1% in the first quarter. Cetera Investment Advisers now owns 1,592,364 shares of the company’s stock valued at $53,288,000 after purchasing an additional 63,395 shares during the period. Commonwealth Equity Services LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter valued at $46,256,000. Crown Wealth Group LLC lifted its stake in shares of Innovator Defined Wealth Shield ETF by 9.0% in the 3rd quarter. Crown Wealth Group LLC now owns 1,066,604 shares of the company’s stock valued at $37,278,000 after purchasing an additional 87,734 shares during the last quarter. Finally, Reliant Wealth Planning lifted its stake in shares of Innovator Defined Wealth Shield ETF by 2.9% in the 1st quarter. Reliant Wealth Planning now owns 1,005,348 shares of the company’s stock valued at $33,644,000 after purchasing an additional 28,171 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

BATS BALT opened at $34.78 on Monday. The stock has a market cap of $3.26 billion, a PE ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a twelve month low of $32.79 and a twelve month high of $35.15. The stock has a fifty day simple moving average of $34.92 and a 200-day simple moving average of $34.25.

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.