World Investment Advisors Boosts Stock Holdings in Innovator Defined Wealth Shield ETF $BALT

World Investment Advisors lifted its position in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 194.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 334,786 shares of the company’s stock after acquiring an additional 221,247 shares during the quarter. World Investment Advisors owned approximately 0.72% of Innovator Defined Wealth Shield ETF worth $11,219,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in BALT. Bison Wealth LLC lifted its position in shares of Innovator Defined Wealth Shield ETF by 73.5% during the 4th quarter. Bison Wealth LLC now owns 41,232 shares of the company’s stock worth $1,296,000 after buying an additional 17,464 shares in the last quarter. AQR Capital Management LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the first quarter valued at approximately $347,000. Jane Street Group LLC bought a new position in Innovator Defined Wealth Shield ETF in the 1st quarter valued at $1,036,000. NewEdge Advisors LLC raised its stake in shares of Innovator Defined Wealth Shield ETF by 105.2% during the 2nd quarter. NewEdge Advisors LLC now owns 97,208 shares of the company’s stock worth $3,118,000 after purchasing an additional 49,841 shares during the period. Finally, Ausdal Financial Partners Inc. raised its stake in shares of Innovator Defined Wealth Shield ETF by 18.1% during the 2nd quarter. Ausdal Financial Partners Inc. now owns 34,396 shares of the company’s stock worth $1,103,000 after purchasing an additional 5,274 shares during the period.

Innovator Defined Wealth Shield ETF Trading Up 0.1%

Innovator Defined Wealth Shield ETF stock opened at $33.91 on Friday. Innovator Defined Wealth Shield ETF has a 12 month low of $31.18 and a 12 month high of $33.93. The company has a market cap of $1.58 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. The business’s 50 day simple moving average is $33.66 and its 200 day simple moving average is $33.40.

About Innovator Defined Wealth Shield ETF

(Free Report)

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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