Stratos Wealth Advisors LLC Increases Stock Holdings in Innovator Defined Wealth Shield ETF $BALT

Stratos Wealth Advisors LLC increased its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 4.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 336,838 shares of the company’s stock after acquiring an additional 15,297 shares during the quarter. Stratos Wealth Advisors LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $11,287,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of BALT. Osaic Holdings Inc. raised its position in Innovator Defined Wealth Shield ETF by 29.8% during the second quarter. Osaic Holdings Inc. now owns 2,306,222 shares of the company’s stock valued at $73,983,000 after purchasing an additional 529,782 shares in the last quarter. Raymond James Financial Inc. boosted its position in Innovator Defined Wealth Shield ETF by 24.5% during the 3rd quarter. Raymond James Financial Inc. now owns 2,104,517 shares of the company’s stock valued at $69,070,000 after buying an additional 413,938 shares during the period. Envestnet Asset Management Inc. grew its holdings in Innovator Defined Wealth Shield ETF by 6.3% in the 3rd quarter. Envestnet Asset Management Inc. now owns 1,825,207 shares of the company’s stock worth $59,903,000 after acquiring an additional 107,652 shares during the last quarter. Orion Porfolio Solutions LLC increased its position in shares of Innovator Defined Wealth Shield ETF by 14.7% in the third quarter. Orion Porfolio Solutions LLC now owns 965,795 shares of the company’s stock valued at $31,697,000 after acquiring an additional 124,004 shares during the period. Finally, Reliant Wealth Planning raised its stake in shares of Innovator Defined Wealth Shield ETF by 2,527.0% during the third quarter. Reliant Wealth Planning now owns 957,346 shares of the company’s stock valued at $31,420,000 after acquiring an additional 920,903 shares during the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

Shares of Innovator Defined Wealth Shield ETF stock opened at $33.52 on Friday. The company has a market cap of $1.56 billion, a PE ratio of 24.42 and a beta of 0.14. The business has a 50 day moving average of $33.64 and a 200 day moving average of $33.31. Innovator Defined Wealth Shield ETF has a 52 week low of $30.07 and a 52 week high of $33.84.

Innovator Defined Wealth Shield ETF 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.