OneDigital Investment Advisors LLC Has $2.94 Million Holdings in Innovator Defined Wealth Shield ETF $BALT

OneDigital Investment Advisors LLC increased its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 49.7% in the third quarter, Holdings Channel reports. The institutional investor owned 89,689 shares of the company’s stock after buying an additional 29,789 shares during the period. OneDigital Investment Advisors LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $2,944,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the stock. Bison Wealth LLC raised its holdings in Innovator Defined Wealth Shield ETF by 73.5% in the 4th quarter. Bison Wealth LLC now owns 41,232 shares of the company’s stock valued at $1,296,000 after acquiring an additional 17,464 shares in the last quarter. AQR Capital Management LLC bought a new position in shares of Innovator Defined Wealth Shield ETF in the first quarter worth $347,000. Jane Street Group LLC acquired a new position in Innovator Defined Wealth Shield ETF in the first quarter valued at about $1,036,000. Brookwood Investment Group LLC lifted its position in Innovator Defined Wealth Shield ETF by 16.8% during the second quarter. Brookwood Investment Group LLC now owns 35,983 shares of the company’s stock worth $1,154,000 after purchasing an additional 5,171 shares during the period. Finally, GWN Securities Inc. grew its stake in Innovator Defined Wealth Shield ETF by 24.0% during the second quarter. GWN Securities Inc. now owns 25,343 shares of the company’s stock worth $813,000 after buying an additional 4,906 shares in the last quarter.

Innovator Defined Wealth Shield ETF Stock Down 0.2%

BALT stock opened at $33.71 on Tuesday. The company’s 50-day moving average price is $33.59 and its two-hundred day moving average price is $33.11. The firm has a market cap of $1.57 billion, a P/E ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 12 month low of $30.07 and a 12 month high of $33.81.

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.