Kestra Advisory Services LLC increased its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Get Rating) by 9.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 134,773 shares of the company's stock after buying an additional 11,332 shares during the period. Kestra Advisory Services LLC's holdings in Innovator Defined Wealth Shield ETF were worth $3,583,000 as of its most recent filing with the SEC.
A number of other hedge funds have also recently added to or reduced their stakes in the company. Sigma Planning Corp boosted its holdings in Innovator Defined Wealth Shield ETF by 0.3% during the fourth quarter. Sigma Planning Corp now owns 187,069 shares of the company's stock worth $4,974,000 after buying an additional 615 shares in the last quarter. Stratos Wealth Advisors LLC boosted its holdings in Innovator Defined Wealth Shield ETF by 3.7% during the fourth quarter. Stratos Wealth Advisors LLC now owns 50,661 shares of the company's stock worth $1,347,000 after buying an additional 1,797 shares in the last quarter. Concourse Financial Group Securities Inc. purchased a new stake in Innovator Defined Wealth Shield ETF during the fourth quarter worth $104,000. Rovin Capital UT ADV boosted its holdings in Innovator Defined Wealth Shield ETF by 14.3% during the fourth quarter. Rovin Capital UT ADV now owns 56,402 shares of the company's stock worth $1,500,000 after buying an additional 7,039 shares in the last quarter. Finally, Sunbelt Securities Inc. boosted its holdings in Innovator Defined Wealth Shield ETF by 4.5% during the third quarter. Sunbelt Securities Inc. now owns 163,044 shares of the company's stock worth $4,205,000 after buying an additional 7,095 shares in the last quarter.
Get Innovator Defined Wealth Shield ETF alerts:Innovator Defined Wealth Shield ETF Trading Up 0.1 %
BALT opened at $27.34 on Wednesday. The firm's 50-day moving average is $27.04 and its two-hundred day moving average is $26.63.
Innovator Defined Wealth Shield ETF Profile
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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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