Madison Wealth Partners Inc Has $1.12 Million Stock Holdings in Innovator Defined Wealth Shield ETF (BATS:BALT)

Madison Wealth Partners Inc grew its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 3.4% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 35,491 shares of the company’s stock after buying an additional 1,180 shares during the quarter. Madison Wealth Partners Inc’s holdings in Innovator Defined Wealth Shield ETF were worth $1,115,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Avantax Advisory Services Inc. increased its stake in shares of Innovator Defined Wealth Shield ETF by 402.8% in the fourth quarter. Avantax Advisory Services Inc. now owns 37,141 shares of the company’s stock valued at $1,167,000 after buying an additional 29,754 shares in the last quarter. Capasso Planning Partners LLC increased its position in Innovator Defined Wealth Shield ETF by 7.8% in the fourth quarter. Capasso Planning Partners LLC now owns 19,128 shares of the company’s stock worth $601,000 after purchasing an additional 1,386 shares during the period. HighTower Advisors LLC increased its position in Innovator Defined Wealth Shield ETF by 3.9% in the fourth quarter. HighTower Advisors LLC now owns 35,515 shares of the company’s stock worth $1,116,000 after purchasing an additional 1,338 shares during the period. Raymond James Financial Inc. acquired a new stake in Innovator Defined Wealth Shield ETF in the fourth quarter worth about $24,971,000. Finally, Vantage Financial Partners LLC increased its position in Innovator Defined Wealth Shield ETF by 24.4% in the fourth quarter. Vantage Financial Partners LLC now owns 28,498 shares of the company’s stock worth $895,000 after purchasing an additional 5,584 shares during the period.

Innovator Defined Wealth Shield ETF Stock Down 0.3 %

Shares of BALT stock opened at $31.36 on Thursday. The stock has a 50-day moving average price of $31.64 and a 200 day moving average price of $31.23. The firm has a market cap of $1.19 billion, a price-to-earnings ratio of 27.00 and a beta of 0.13. Innovator Defined Wealth Shield ETF has a 12 month low of $28.96 and a 12 month high of $31.99.

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.