Innovator Defined Wealth Shield ETF $BALT Shares Bought by Private Advisor Group LLC

Posted by ABMN Staff on Jul 12th, 2026

Private Advisor Group LLC grew its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 121.6% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 51,973 shares of the company’s stock after buying an additional 28,524 shares during the quarter. Private Advisor Group LLC owned about 0.11% of Innovator Defined Wealth Shield ETF worth $1,739,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of BALT. Sound Income Strategies LLC purchased a new position in Innovator Defined Wealth Shield ETF in the first quarter worth $28,000. Motiv8 Investments LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the 4th quarter worth $44,000. Accurate Wealth Management LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the 4th quarter worth $206,000. Betterment LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter worth $207,000. Finally, Csenge Advisory Group acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 4th quarter worth $226,000.

Innovator Defined Wealth Shield ETF Stock Up 0.2%

Shares of BATS BALT traded up $0.06 during midday trading on Friday, hitting $34.40. The company had a trading volume of 527,729 shares, compared to its average volume of 493,466. Innovator Defined Wealth Shield ETF has a twelve month low of $32.13 and a twelve month high of $34.46. The business has a 50-day simple moving average of $34.17 and a two-hundred day simple moving average of $33.83. The firm has a market capitalization of $1.60 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14.

Innovator Defined Wealth Shield ETF Company Profile

(Free Report)

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.