Glen Eagle Advisors LLC Purchases 37,296 Shares of Innovator Defined Wealth Shield ETF $BALT

Glen Eagle Advisors LLC grew its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 11.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 376,167 shares of the company’s stock after purchasing an additional 37,296 shares during the quarter. Innovator Defined Wealth Shield ETF makes up approximately 1.7% of Glen Eagle Advisors LLC’s portfolio, making the stock its 13th largest holding. Glen Eagle Advisors LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $12,605,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of the company. Arax Advisory Partners bought a new position in shares of Innovator Defined Wealth Shield ETF in the fourth quarter valued at approximately $293,000. Aptus Capital Advisors LLC bought a new position in shares of Innovator Defined Wealth Shield ETF in the fourth quarter valued at approximately $7,798,000. Arete Wealth Advisors LLC raised its position in shares of Innovator Defined Wealth Shield ETF by 1.6% in the fourth quarter. Arete Wealth Advisors LLC now owns 21,083 shares of the company’s stock valued at $706,000 after purchasing an additional 333 shares during the period. CreativeOne Wealth LLC raised its position in shares of Innovator Defined Wealth Shield ETF by 218.8% in the fourth quarter. CreativeOne Wealth LLC now owns 83,846 shares of the company’s stock valued at $2,810,000 after purchasing an additional 57,545 shares during the period. Finally, Kestra Advisory Services LLC raised its position in shares of Innovator Defined Wealth Shield ETF by 8.9% in the fourth quarter. Kestra Advisory Services LLC now owns 315,391 shares of the company’s stock valued at $10,569,000 after purchasing an additional 25,657 shares during the period.

Innovator Defined Wealth Shield ETF Stock Up 0.0%

BATS:BALT opened at $34.19 on Friday. Innovator Defined Wealth Shield ETF has a 12 month low of $31.89 and a 12 month high of $34.22. The firm has a market cap of $1.59 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. The company’s 50 day moving average is $33.98 and its 200-day moving average is $33.68.

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.