Atria Investments Inc Buys New Holdings in Innovator Defined Wealth Shield ETF $BALT

Atria Investments Inc purchased a new position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) during the third quarter, HoldingsChannel reports. The firm purchased 65,948 shares of the company’s stock, valued at approximately $2,164,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Stratos Wealth Advisors LLC lifted its position in shares of Innovator Defined Wealth Shield ETF by 9.4% in the third quarter. Stratos Wealth Advisors LLC now owns 321,541 shares of the company’s stock valued at $10,553,000 after buying an additional 27,590 shares during the last quarter. Prospera Financial Services Inc acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter worth approximately $287,000. D.B. Root & Company LLC raised its stake in Innovator Defined Wealth Shield ETF by 37.6% in the 3rd quarter. D.B. Root & Company LLC now owns 11,225 shares of the company’s stock valued at $368,000 after acquiring an additional 3,065 shares during the period. Signature Estate & Investment Advisors LLC lifted its holdings in Innovator Defined Wealth Shield ETF by 7.9% during the 3rd quarter. Signature Estate & Investment Advisors LLC now owns 66,258 shares of the company’s stock valued at $2,175,000 after purchasing an additional 4,860 shares during the last quarter. Finally, Capital Investment Advisory Services LLC lifted its holdings in Innovator Defined Wealth Shield ETF by 12.9% during the 3rd quarter. Capital Investment Advisory Services LLC now owns 165,278 shares of the company’s stock valued at $5,424,000 after purchasing an additional 18,864 shares during the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

BALT stock opened at $33.69 on Wednesday. Innovator Defined Wealth Shield ETF has a one year low of $30.07 and a one year high of $33.81. The stock has a market cap of $1.56 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. The company has a fifty day moving average price of $33.55 and a two-hundred day moving average price of $33.07.

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.