RFG Advisory LLC Boosts Position in Innovator Defined Wealth Shield ETF (BATS:BALT)

RFG Advisory LLC raised its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 14.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 83,682 shares of the company’s stock after buying an additional 10,809 shares during the quarter. RFG Advisory LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $2,629,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in BALT. Kingsview Wealth Management LLC lifted its stake in Innovator Defined Wealth Shield ETF by 669.6% in the third quarter. Kingsview Wealth Management LLC now owns 1,653,091 shares of the company’s stock valued at $50,965,000 after buying an additional 1,438,282 shares during the last quarter. Wealthquest Corp lifted its stake in Innovator Defined Wealth Shield ETF by 49.6% in the fourth quarter. Wealthquest Corp now owns 3,079,887 shares of the company’s stock valued at $96,770,000 after buying an additional 1,021,486 shares during the last quarter. Commonwealth Equity Services LLC lifted its stake in Innovator Defined Wealth Shield ETF by 75.9% in the third quarter. Commonwealth Equity Services LLC now owns 1,061,399 shares of the company’s stock valued at $32,723,000 after buying an additional 457,963 shares during the last quarter. Central Valley Advisors LLC purchased a new stake in Innovator Defined Wealth Shield ETF in the fourth quarter valued at approximately $9,156,000. Finally, Woodard & Co. Asset Management Group Inc. ADV lifted its stake in Innovator Defined Wealth Shield ETF by 3,346.3% in the third quarter. Woodard & Co. Asset Management Group Inc. ADV now owns 206,948 shares of the company’s stock valued at $6,380,000 after buying an additional 200,943 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BATS BALT opened at $31.72 on Friday. The company has a fifty day moving average price of $31.44 and a 200 day moving average price of $30.88. The stock has a market capitalization of $690.00 million, a PE ratio of 21.98 and a beta of 0.18.

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.