Innovator Defined Wealth Shield ETF (BATS:BALT) Shares Purchased by Harbour Investments Inc.

Harbour Investments Inc. boosted its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 24.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 166,060 shares of the company’s stock after acquiring an additional 32,612 shares during the quarter. Harbour Investments Inc. owned 0.76% of Innovator Defined Wealth Shield ETF worth $5,218,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the business. Commonwealth Equity Services LLC increased its position in shares of Innovator Defined Wealth Shield ETF by 4.6% during the 4th quarter. Commonwealth Equity Services LLC now owns 1,110,130 shares of the company’s stock valued at $34,880,000 after purchasing an additional 48,731 shares during the period. Madison Wealth Partners Inc increased its position in shares of Innovator Defined Wealth Shield ETF by 3.4% during the 4th quarter. Madison Wealth Partners Inc now owns 35,491 shares of the company’s stock valued at $1,115,000 after purchasing an additional 1,180 shares during the period. Avantax Advisory Services Inc. increased its position in shares of Innovator Defined Wealth Shield ETF by 402.8% during the 4th quarter. Avantax Advisory Services Inc. now owns 37,141 shares of the company’s stock valued at $1,167,000 after purchasing an additional 29,754 shares during the period. Capasso Planning Partners LLC increased its position in shares of Innovator Defined Wealth Shield ETF by 7.8% during the 4th quarter. Capasso Planning Partners LLC now owns 19,128 shares of the company’s stock valued at $601,000 after purchasing an additional 1,386 shares during the period. Finally, HighTower Advisors LLC increased its position in shares of Innovator Defined Wealth Shield ETF by 3.9% during the 4th quarter. HighTower Advisors LLC now owns 35,515 shares of the company’s stock valued at $1,116,000 after purchasing an additional 1,338 shares during the period.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BALT stock opened at $31.37 on Friday. Innovator Defined Wealth Shield ETF has a 1 year low of $28.96 and a 1 year high of $31.99. The stock has a market cap of $1.19 billion, a PE ratio of 27.00 and a beta of 0.13. The business’s fifty day moving average is $31.64 and its 200-day moving average is $31.24.

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.