RiverTree Advisors LLC boosted its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 62.6% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 47,864 shares of the company’s stock after purchasing an additional 18,423 shares during the quarter. Innovator Defined Wealth Shield ETF makes up approximately 1.0% of RiverTree Advisors LLC’s holdings, making the stock its 26th largest position. RiverTree Advisors LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $1,604,000 at the end of the most recent quarter.
A number of other institutional investors also recently bought and sold shares of BALT. GGM Financials LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter valued at about $33,000. Caitlin John LLC acquired a new stake in Innovator Defined Wealth Shield ETF during the third quarter worth approximately $78,000. Geneos Wealth Management Inc. purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter worth approximately $90,000. NWF Advisory Services Inc. acquired a new position in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter valued at $201,000. Finally, Accurate Wealth Management LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF in the 4th quarter valued at $206,000.
Innovator Defined Wealth Shield ETF Price Performance
Shares of BATS:BALT opened at $33.44 on Monday. The company’s fifty day moving average price is $33.65 and its 200 day moving average price is $33.29. Innovator Defined Wealth Shield ETF has a 12 month low of $30.07 and a 12 month high of $33.84. The firm has a market capitalization of $1.55 billion, a P/E 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.
See Also
Want to see what other hedge funds are holding BALT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report).
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