Atria Wealth Solutions Inc. grew its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 37.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 227,684 shares of the company’s stock after purchasing an additional 61,447 shares during the quarter. Atria Wealth Solutions Inc.’s holdings in Innovator Defined Wealth Shield ETF were worth $7,154,000 as of its most recent SEC filing.
Other institutional investors also recently made changes to their positions in the company. Legacy Investment Solutions LLC bought a new position in shares of Innovator Defined Wealth Shield ETF during the third quarter valued at approximately $83,000. Palumbo Wealth Management LLC bought a new position in Innovator Defined Wealth Shield ETF in the 4th quarter worth approximately $224,000. D.B. Root & Company LLC bought a new position in Innovator Defined Wealth Shield ETF in the 4th quarter worth approximately $231,000. Gladstone Institutional Advisory LLC bought a new position in Innovator Defined Wealth Shield ETF in the 3rd quarter worth approximately $234,000. Finally, Vestia Personal Wealth Advisors bought a new position in Innovator Defined Wealth Shield ETF in the 3rd quarter worth approximately $248,000.
Innovator Defined Wealth Shield ETF Price Performance
Shares of BALT stock opened at $31.89 on Thursday. The company has a market cap of $693.50 million, a price-to-earnings ratio of 21.98 and a beta of 0.18. The business has a 50-day simple moving average of $31.59 and a 200 day simple moving average of $31.08.
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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