Innovator Defined Wealth Shield ETF $BALT Position Boosted by NBZ Investment Advisors LLC

NBZ Investment Advisors LLC lifted its stake in Innovator Defined Wealth Shield ETF (BATS:BALT) by 10.9% in the fourth quarter, Holdings Channel.com reports. The firm owned 488,298 shares of the company’s stock after acquiring an additional 48,145 shares during the quarter. Innovator Defined Wealth Shield ETF comprises 7.1% of NBZ Investment Advisors LLC’s portfolio, making the stock its 3rd largest holding. NBZ Investment Advisors LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $16,363,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also made changes to their positions in the stock. Fiscal Wisdom Wealth Management LLC grew its position in Innovator Defined Wealth Shield ETF by 0.7% during the fourth quarter. Fiscal Wisdom Wealth Management LLC now owns 58,453 shares of the company’s stock valued at $1,959,000 after purchasing an additional 380 shares in the last quarter. Balance Wealth LLC increased its stake in Innovator Defined Wealth Shield ETF by 2.0% in the 4th quarter. Balance Wealth LLC now owns 23,001 shares of the company’s stock valued at $771,000 after buying an additional 457 shares during the period. O Connor Financial Group LLC lifted its position in Innovator Defined Wealth Shield ETF by 2.6% in the 3rd quarter. O Connor Financial Group LLC now owns 20,633 shares of the company’s stock worth $677,000 after buying an additional 523 shares in the last quarter. Stephens Inc. AR lifted its position in Innovator Defined Wealth Shield ETF by 3.4% in the 3rd quarter. Stephens Inc. AR now owns 16,893 shares of the company’s stock worth $554,000 after buying an additional 555 shares in the last quarter. Finally, Nikulski Financial Inc. boosted its stake in shares of Innovator Defined Wealth Shield ETF by 10.3% during the 2nd quarter. Nikulski Financial Inc. now owns 7,700 shares of the company’s stock valued at $247,000 after buying an additional 720 shares during the period.

Innovator Defined Wealth Shield ETF Stock Down 0.0%

Innovator Defined Wealth Shield ETF stock opened at $34.00 on Friday. The company’s fifty day simple moving average is $33.70 and its 200-day simple moving average is $33.48. Innovator Defined Wealth Shield ETF has a 12 month low of $31.54 and a 12 month high of $34.07. The stock has a market cap of $1.58 billion, a P/E ratio of 24.42 and a beta of 0.14.

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.