Avantax Advisory Services Inc. Acquires 29,754 Shares of Innovator Defined Wealth Shield ETF (BATS:BALT)

Avantax Advisory Services Inc. lifted its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 402.8% in the 4th quarter, HoldingsChannel.com reports. The fund owned 37,141 shares of the company’s stock after buying an additional 29,754 shares during the period. Avantax Advisory Services Inc.’s holdings in Innovator Defined Wealth Shield ETF were worth $1,167,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Steward Partners Investment Advisory LLC raised its position in shares of Innovator Defined Wealth Shield ETF by 79.4% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 14,081 shares of the company’s stock worth $442,000 after acquiring an additional 6,234 shares in the last quarter. Glen Eagle Advisors LLC bought a new position in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter worth about $3,024,000. Silver Oak Securities Incorporated raised its position in shares of Innovator Defined Wealth Shield ETF by 14.2% in the 4th quarter. Silver Oak Securities Incorporated now owns 74,663 shares of the company’s stock worth $2,346,000 after acquiring an additional 9,286 shares in the last quarter. Legacy Investment Solutions LLC bought a new position in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter worth about $83,000. Finally, Allworth Financial LP raised its position in shares of Innovator Defined Wealth Shield ETF by 111.4% in the 4th quarter. Allworth Financial LP now owns 25,674 shares of the company’s stock worth $813,000 after acquiring an additional 13,532 shares in the last quarter.

Innovator Defined Wealth Shield ETF Trading Down 0.2 %

BALT stock opened at $31.37 on Thursday. The stock has a 50-day moving average price of $31.63 and a 200-day moving average price of $31.26. Innovator Defined Wealth Shield ETF has a 1-year low of $28.96 and a 1-year high of $31.99. The firm has a market cap of $1.28 billion, a PE ratio of 26.13 and a beta of 0.13.

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.