OneDigital Investment Advisors LLC Grows Stock Holdings in Innovator Defined Wealth Shield ETF (BATS:BALT)

OneDigital Investment Advisors LLC grew its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 4.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 25,000 shares of the company’s stock after acquiring an additional 1,000 shares during the period. OneDigital Investment Advisors LLC owned about 0.11% of Innovator Defined Wealth Shield ETF worth $771,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. First Heartland Consultants Inc. raised its position in Innovator Defined Wealth Shield ETF by 63.5% in the third quarter. First Heartland Consultants Inc. now owns 16,164 shares of the company’s stock valued at $498,000 after purchasing an additional 6,275 shares during the period. Harbour Investments Inc. raised its holdings in shares of Innovator Defined Wealth Shield ETF by 13.4% during the 3rd quarter. Harbour Investments Inc. now owns 133,448 shares of the company’s stock valued at $4,114,000 after buying an additional 15,736 shares during the period. Vestia Personal Wealth Advisors purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter valued at about $248,000. Sigma Planning Corp lifted its position in Innovator Defined Wealth Shield ETF by 39.0% during the 3rd quarter. Sigma Planning Corp now owns 146,755 shares of the company’s stock worth $4,524,000 after acquiring an additional 41,138 shares in the last quarter. Finally, Comprehensive Financial Consultants Institutional Inc. boosted its holdings in Innovator Defined Wealth Shield ETF by 13.8% in the 3rd quarter. Comprehensive Financial Consultants Institutional Inc. now owns 68,519 shares of the company’s stock worth $2,112,000 after acquiring an additional 8,311 shares during the period.

Innovator Defined Wealth Shield ETF Price Performance

Shares of BATS:BALT opened at $31.16 on Wednesday. The firm has a 50-day moving average price of $30.91 and a 200 day moving average price of $30.30. The firm has a market capitalization of $677.73 million, a P/E ratio of 21.98 and a beta of 0.18.

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.