Atria Wealth Solutions Inc. Boosts Stake in Innovator Defined Wealth Shield ETF (BATS:BALT)

Atria Wealth Solutions Inc. lifted its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 12.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 78,405 shares of the company’s stock after acquiring an additional 8,900 shares during the quarter. Atria Wealth Solutions Inc. owned 0.53% of Innovator Defined Wealth Shield ETF worth $2,240,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also modified their holdings of the business. RiverTree Advisors LLC raised its holdings in Innovator Defined Wealth Shield ETF by 2.6% in the fourth quarter. RiverTree Advisors LLC now owns 66,818 shares of the company’s stock valued at $1,909,000 after acquiring an additional 1,702 shares in the last quarter. Kestra Private Wealth Services LLC raised its stake in shares of Innovator Defined Wealth Shield ETF by 5.5% in the 3rd quarter. Kestra Private Wealth Services LLC now owns 38,401 shares of the company’s stock valued at $1,068,000 after purchasing an additional 1,989 shares in the last quarter. Stratos Wealth Advisors LLC lifted its position in shares of Innovator Defined Wealth Shield ETF by 20.0% during the fourth quarter. Stratos Wealth Advisors LLC now owns 16,540 shares of the company’s stock worth $473,000 after purchasing an additional 2,751 shares during the last quarter. Harbour Investments Inc. grew its stake in Innovator Defined Wealth Shield ETF by 10.4% in the third quarter. Harbour Investments Inc. now owns 33,140 shares of the company’s stock worth $921,000 after purchasing an additional 3,123 shares in the last quarter. Finally, Miracle Mile Advisors LLC increased its holdings in Innovator Defined Wealth Shield ETF by 1.8% in the third quarter. Miracle Mile Advisors LLC now owns 193,794 shares of the company’s stock valued at $5,387,000 after buying an additional 3,395 shares during the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

Shares of BATS BALT opened at $29.16 on Tuesday. The firm has a market capitalization of $609.44 million, a PE ratio of 21.98 and a beta of 0.10. The company’s 50-day moving average price is $29.12 and its 200 day moving average price is $28.67.

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.