Central Valley Advisors LLC Acquires New Stake in Innovator Defined Wealth Shield ETF (BATS:BALT)

Central Valley Advisors LLC acquired a new stake in Innovator Defined Wealth Shield ETF (BATS:BALT) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 291,413 shares of the company’s stock, valued at approximately $9,156,000. Innovator Defined Wealth Shield ETF accounts for approximately 4.2% of Central Valley Advisors LLC’s holdings, making the stock its 6th biggest holding. Central Valley Advisors LLC owned about 1.34% of Innovator Defined Wealth Shield ETF as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently bought and sold shares of the company. Legacy Investment Solutions LLC purchased a new position in Innovator Defined Wealth Shield ETF in the third quarter worth $83,000. Continuum Wealth Advisors LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter valued at about $200,000. Souders Financial Advisors acquired a new stake in shares of Innovator Defined Wealth Shield ETF in the second quarter valued at about $218,000. Gladstone Institutional Advisory LLC purchased a new stake in Innovator Defined Wealth Shield ETF during the third quarter worth about $234,000. Finally, Concourse Financial Group Securities Inc. boosted its holdings in Innovator Defined Wealth Shield ETF by 43.6% during the third quarter. Concourse Financial Group Securities Inc. now owns 7,962 shares of the company’s stock worth $245,000 after buying an additional 2,416 shares in the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of Innovator Defined Wealth Shield ETF stock opened at $31.58 on Friday. The firm has a 50-day moving average of $31.38 and a 200-day moving average of $30.81. The stock has a market capitalization of $686.76 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.