OneDigital Investment Advisors LLC boosted its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 4.2% in the third quarter, HoldingsChannel reports. The firm owned 25,000 shares of the company’s stock after purchasing an additional 1,000 shares during the period. OneDigital Investment Advisors LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $771,000 as of its most recent SEC filing.
Other hedge funds have also recently bought and sold shares of the company. Commonwealth Equity Services LLC boosted its stake in shares of 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 valued at $32,723,000 after buying an additional 457,963 shares during the last quarter. Cetera Investment Advisers raised its holdings in Innovator Defined Wealth Shield ETF by 140.3% in the first quarter. Cetera Investment Advisers now owns 666,953 shares of the company’s stock valued at $19,515,000 after acquiring an additional 389,377 shares in the last quarter. Woodard & Co. Asset Management Group Inc. ADV boosted its stake in Innovator Defined Wealth Shield ETF by 3,346.3% during the 3rd quarter. Woodard & Co. Asset Management Group Inc. ADV now owns 206,948 shares of the company’s stock valued at $6,380,000 after acquiring an additional 200,943 shares during the last quarter. Cetera Advisors LLC boosted its stake in Innovator Defined Wealth Shield ETF by 458.5% during the 1st quarter. Cetera Advisors LLC now owns 217,075 shares of the company’s stock valued at $6,352,000 after acquiring an additional 178,205 shares during the last quarter. Finally, CWM LLC increased its position 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 worth $4,167,000 after purchasing an additional 134,656 shares during the last quarter.
Innovator Defined Wealth Shield ETF Trading Up 0.0 %
Shares of Innovator Defined Wealth Shield ETF stock opened at $31.16 on Wednesday. The firm has a 50-day moving average of $30.91 and a 200-day moving average of $30.30. The firm has a market cap of $677.73 million, a price-to-earnings ratio of 21.98 and a beta of 0.18.
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.
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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).
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