Sovran Advisors LLC grew its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 9.4% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 278,555 shares of the company’s stock after buying an additional 24,021 shares during the quarter. Sovran Advisors LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $9,465,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Galvin Gaustad & Stein LLC purchased a new position in Innovator Defined Wealth Shield ETF in the fourth quarter worth about $659,000. BCS Wealth Management grew its stake in shares of Innovator Defined Wealth Shield ETF by 78.6% during the 4th quarter. BCS Wealth Management now owns 63,887 shares of the company’s stock valued at $2,141,000 after purchasing an additional 28,107 shares during the period. AE Wealth Management LLC increased its position in shares of Innovator Defined Wealth Shield ETF by 27.3% during the 4th quarter. AE Wealth Management LLC now owns 688,541 shares of the company’s stock valued at $23,073,000 after purchasing an additional 147,747 shares during the last quarter. Farther Finance Advisors LLC increased its position in shares of Innovator Defined Wealth Shield ETF by 16.9% during the 4th quarter. Farther Finance Advisors LLC now owns 211,740 shares of the company’s stock valued at $7,095,000 after purchasing an additional 30,644 shares during the last quarter. Finally, Clear Creek Financial Management LLC increased its position in shares of Innovator Defined Wealth Shield ETF by 8.0% during the 4th quarter. Clear Creek Financial Management LLC now owns 605,866 shares of the company’s stock valued at $20,303,000 after purchasing an additional 44,623 shares during the last quarter.
Innovator Defined Wealth Shield ETF Price Performance
Shares of BATS:BALT traded up $0.06 during trading on Friday, hitting $34.40. The company’s stock had a trading volume of 527,729 shares, compared to its average volume of 493,466. The firm has a market cap of $1.60 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. The company has a 50-day moving average of $34.17 and a 200-day moving average of $33.83. Innovator Defined Wealth Shield ETF has a 12 month low of $32.13 and a 12 month high of $34.46.
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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