Rovin Capital UT ADV boosted its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 1.5% during the 4th quarter, Holdings Channel.com reports. The firm owned 71,565 shares of the company’s stock after purchasing an additional 1,051 shares during the quarter. Rovin Capital UT ADV’s holdings in Innovator Defined Wealth Shield ETF were worth $2,248,000 as of its most recent SEC filing.
Other institutional investors also recently made changes to their positions in the company. Kingsview Wealth Management LLC lifted its position in shares of Innovator Defined Wealth Shield ETF by 669.6% during the third quarter. Kingsview Wealth Management LLC now owns 1,653,091 shares of the company’s stock worth $50,965,000 after purchasing an additional 1,438,282 shares during the last quarter. Wealthquest Corp raised its stake in Innovator Defined Wealth Shield ETF by 50.4% during the third quarter. Wealthquest Corp now owns 2,058,401 shares of the company’s stock valued at $63,340,000 after buying an additional 689,520 shares in the last quarter. Commonwealth Equity Services LLC lifted its holdings in Innovator Defined Wealth Shield ETF by 75.9% during the 3rd quarter. Commonwealth Equity Services LLC now owns 1,061,399 shares of the company’s stock worth $32,723,000 after buying an additional 457,963 shares during the last quarter. Woodard & Co. Asset Management Group Inc. ADV grew its position in shares of Innovator Defined Wealth Shield ETF by 3,346.3% in the 3rd quarter. Woodard & Co. Asset Management Group Inc. ADV now owns 206,948 shares of the company’s stock worth $6,380,000 after acquiring an additional 200,943 shares in the last quarter. Finally, CWM LLC increased its holdings in shares of Innovator Defined Wealth Shield ETF by 26,096.1% in the 3rd quarter. CWM LLC now owns 135,172 shares of the company’s stock valued at $4,167,000 after acquiring an additional 134,656 shares during the last quarter.
Innovator Defined Wealth Shield ETF Trading Up 0.4 %
Innovator Defined Wealth Shield ETF stock opened at $31.55 on Thursday. The stock has a 50 day simple moving average of $31.37 and a two-hundred day simple moving average of $30.81. The firm has a market capitalization of $686.21 million, a P/E 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.
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