Blue Trust Inc. grew its position in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 197.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 29,693 shares of the company’s stock after acquiring an additional 19,718 shares during the period. Blue Trust Inc. owned about 0.14% of Innovator Defined Wealth Shield ETF worth $933,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also made changes to their positions in the company. Legacy Investment Solutions LLC acquired a new position in Innovator Defined Wealth Shield ETF during the 3rd quarter worth approximately $83,000. Continuum Wealth Advisors LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter valued at approximately $200,000. D.B. Root & Company LLC acquired a new position in Innovator Defined Wealth Shield ETF during the fourth quarter worth $231,000. Gladstone Institutional Advisory LLC purchased a new position in Innovator Defined Wealth Shield ETF in the third quarter worth $234,000. Finally, Vestia Personal Wealth Advisors acquired a new stake in Innovator Defined Wealth Shield ETF in the third quarter valued at $248,000.
Innovator Defined Wealth Shield ETF Stock Performance
BATS:BALT opened at $31.85 on Friday. The stock’s fifty day moving average is $31.57 and its two-hundred day moving average is $31.04. The firm has a market cap of $692.63 million, a PE ratio of 21.98 and a beta of 0.18.
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.
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