Columbia Advisory Partners LLC increased its position in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 98.3% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 45,586 shares of the company’s stock after purchasing an additional 22,594 shares during the quarter. Innovator Defined Wealth Shield ETF makes up 1.0% of Columbia Advisory Partners LLC’s holdings, making the stock its 26th largest position. Columbia Advisory Partners LLC owned about 0.10% of Innovator Defined Wealth Shield ETF worth $1,526,000 at the end of the most recent reporting period.
Other hedge funds have also bought and sold shares of the company. Motiv8 Investments LLC acquired a new position in Innovator Defined Wealth Shield ETF during the fourth quarter worth approximately $44,000. Accurate Wealth Management LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF in the fourth quarter valued at approximately $206,000. Betterment LLC bought a new position in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter worth approximately $207,000. Csenge Advisory Group acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 4th quarter worth approximately $226,000. Finally, Kestra Investment Management LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 4th quarter worth approximately $230,000.
Innovator Defined Wealth Shield ETF Price Performance
BALT stock opened at $34.27 on Wednesday. Innovator Defined Wealth Shield ETF has a one year low of $32.04 and a one year high of $34.36. The stock has a market cap of $1.59 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 $34.11 and a two-hundred day moving average price of $33.78.
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.
See Also
- Five stocks we like better than Innovator Defined Wealth Shield ETF
- NextEra’s Dominion Deal Could Put It at the Center of the AI Power Race
- Amazon Could Be About to Reap the Rewards of a Software Spending Boom
- Best Buy’s Turnaround Is Gaining Traction, But Wall Street Still Needs Proof
- AI Fears Hit Nebius Stock, But Has the Growth Thesis Changed?
Want to see what other hedge funds are holding BALT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report).
Receive News & Ratings for Innovator Defined Wealth Shield ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Innovator Defined Wealth Shield ETF and related companies with MarketBeat.com's FREE daily email newsletter.
