World Investment Advisors Lowers Stock Position in Innovator Defined Wealth Shield ETF (BATS:BALT)

World Investment Advisors decreased its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 2.7% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 109,000 shares of the company’s stock after selling 3,075 shares during the period. World Investment Advisors owned about 0.50% of Innovator Defined Wealth Shield ETF worth $3,425,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of the company. Wealthquest Corp increased its stake in shares of Innovator Defined Wealth Shield ETF by 49.6% in the 4th quarter. Wealthquest Corp now owns 3,079,887 shares of the company’s stock valued at $96,770,000 after purchasing an additional 1,021,486 shares in the last quarter. Raymond James Financial Inc. purchased a new stake in shares of Innovator Defined Wealth Shield ETF in the fourth quarter valued at approximately $24,971,000. Compass Advisory Group LLC raised its stake in shares of Innovator Defined Wealth Shield ETF by 1,309.4% during the 4th quarter. Compass Advisory Group LLC now owns 654,883 shares of the company’s stock worth $20,576,000 after buying an additional 608,418 shares during the period. Gradient Investments LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF during the 4th quarter valued at approximately $17,223,000. Finally, NBZ Investment Advisors LLC acquired a new stake in Innovator Defined Wealth Shield ETF in the 4th quarter valued at $12,419,000.

Innovator Defined Wealth Shield ETF Stock Performance

BATS:BALT opened at $30.57 on Friday. The company has a fifty day moving average of $31.56 and a two-hundred day moving average of $31.33. Innovator Defined Wealth Shield ETF has a fifty-two week low of $28.96 and a fifty-two week high of $31.99. The stock has a market capitalization of $1.30 billion, a PE ratio of 26.17 and a beta of 0.14.

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.