WorthPointe LLC Raises Holdings in Innovator Defined Wealth Shield ETF (BATS:BALT)

WorthPointe LLC raised its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 4.9% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 13,736 shares of the company’s stock after purchasing an additional 640 shares during the period. WorthPointe LLC owned about 0.06% of Innovator Defined Wealth Shield ETF worth $423,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of BALT. Townsquare Capital LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF during the third quarter valued at approximately $3,201,000. Centaurus Financial Inc. grew its position in shares of Innovator Defined Wealth Shield ETF by 12.8% in the third quarter. Centaurus Financial Inc. now owns 367,691 shares of the company’s stock valued at $11,336,000 after purchasing an additional 41,698 shares during the period. Kingsview Wealth Management LLC lifted its position in Innovator Defined Wealth Shield ETF by 669.6% during the third quarter. Kingsview Wealth Management LLC now owns 1,653,091 shares of the company’s stock worth $50,965,000 after buying an additional 1,438,282 shares during the period. Signature Estate & Investment Advisors LLC grew its holdings in Innovator Defined Wealth Shield ETF by 33.0% in the 3rd quarter. Signature Estate & Investment Advisors LLC now owns 54,504 shares of the company’s stock valued at $1,680,000 after buying an additional 13,530 shares during the period. Finally, OneDigital Investment Advisors LLC increased its stake in shares of Innovator Defined Wealth Shield ETF by 4.2% during the 3rd quarter. OneDigital Investment Advisors LLC now owns 25,000 shares of the company’s stock valued at $771,000 after acquiring an additional 1,000 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BALT stock opened at $31.32 on Wednesday. The business’s fifty day moving average is $30.96 and its 200-day moving average is $30.36. The stock has a market cap of $681.21 million, a price-to-earnings ratio of 21.98 and a beta of 0.18.

Innovator Defined Wealth Shield ETF 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.