World Investment Advisors LLC Boosts Stake in Innovator Defined Wealth Shield ETF (BATS:BALT)

World Investment Advisors LLC lifted its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 16.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 112,075 shares of the company’s stock after purchasing an additional 16,190 shares during the quarter. World Investment Advisors LLC owned about 0.52% of Innovator Defined Wealth Shield ETF worth $3,455,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Wealthquest Corp lifted its stake in Innovator Defined Wealth Shield ETF by 50.4% during the third quarter. Wealthquest Corp now owns 2,058,401 shares of the company’s stock worth $63,340,000 after purchasing an additional 689,520 shares in the last quarter. Continuum Advisory LLC boosted its holdings in Innovator Defined Wealth Shield ETF by 57.5% during the 3rd quarter. Continuum Advisory LLC now owns 8,179 shares of the company’s stock valued at $255,000 after acquiring an additional 2,985 shares during the period. MML Investors Services LLC grew its position in Innovator Defined Wealth Shield ETF by 19.0% in the 3rd quarter. MML Investors Services LLC now owns 49,161 shares of the company’s stock valued at $1,516,000 after acquiring an additional 7,865 shares in the last quarter. Legacy Investment Solutions LLC purchased a new stake in Innovator Defined Wealth Shield ETF during the third quarter worth about $83,000. Finally, Orion Portfolio Solutions LLC increased its stake in Innovator Defined Wealth Shield ETF by 12.0% during the third quarter. Orion Portfolio Solutions LLC now owns 14,114 shares of the company’s stock worth $435,000 after purchasing an additional 1,511 shares during the period.

Innovator Defined Wealth Shield ETF Trading Up 0.0 %

BATS BALT opened at $31.48 on Friday. The company has a 50 day simple moving average of $31.15 and a 200 day simple moving average of $30.54. The stock has a market capitalization of $684.58 million, a price-to-earnings ratio of 21.98 and a beta of 0.18.

Innovator Defined Wealth Shield ETF Company 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.