PCA Investment Advisory Services Inc. bought a new stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) in the fourth quarter, Holdings Channel reports. The fund bought 11,800 shares of the company’s stock, valued at approximately $371,000.
Several other hedge funds also recently added to or reduced their stakes in the business. BCS Wealth Management lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 2.6% in the 4th quarter. BCS Wealth Management now owns 43,233 shares of the company’s stock valued at $1,358,000 after buying an additional 1,103 shares during the period. Claro Advisors LLC raised its position in Innovator Defined Wealth Shield ETF by 61.5% during the fourth quarter. Claro Advisors LLC now owns 17,035 shares of the company’s stock valued at $535,000 after acquiring an additional 6,485 shares in the last quarter. HBW Advisory Services LLC lifted its holdings in Innovator Defined Wealth Shield ETF by 8.6% in the fourth quarter. HBW Advisory Services LLC now owns 15,033 shares of the company’s stock valued at $472,000 after acquiring an additional 1,192 shares during the period. Capasso Planning Partners LLC lifted its holdings in Innovator Defined Wealth Shield ETF by 6.6% in the third quarter. Capasso Planning Partners LLC now owns 17,742 shares of the company’s stock valued at $547,000 after acquiring an additional 1,106 shares during the period. Finally, World Investment Advisors LLC boosted its position in Innovator Defined Wealth Shield ETF by 16.9% in the 3rd quarter. World Investment Advisors LLC now owns 112,075 shares of the company’s stock worth $3,455,000 after purchasing an additional 16,190 shares in the last quarter.
Innovator Defined Wealth Shield ETF Stock Performance
BATS:BALT opened at $31.43 on Tuesday. The company’s fifty day moving average price is $31.36 and its 200 day moving average price is $30.80. The stock has a market cap of $683.49 million, a price-to-earnings 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.
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Want to see what other hedge funds are holding BALT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report).
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