Glen Eagle Advisors LLC Acquires 34,507 Shares of Innovator Defined Wealth Shield ETF $BALT

Glen Eagle Advisors LLC increased its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 9.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 410,674 shares of the company’s stock after acquiring an additional 34,507 shares during the period. Innovator Defined Wealth Shield ETF comprises 1.9% of Glen Eagle Advisors LLC’s investment portfolio, making the stock its 12th biggest holding. Glen Eagle Advisors LLC owned 0.88% of Innovator Defined Wealth Shield ETF worth $13,743,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in BALT. Vawter Financial Ltd. acquired a new position in Innovator Defined Wealth Shield ETF during the 1st quarter valued at about $248,000. Waverly Advisors LLC bought a new stake in Innovator Defined Wealth Shield ETF during the 1st quarter worth approximately $68,000. Cetera Investment Advisers lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 4.1% in the first quarter. Cetera Investment Advisers now owns 1,592,364 shares of the company’s stock valued at $53,288,000 after purchasing an additional 63,395 shares in the last quarter. NewEdge Wealth LLC bought a new position in shares of Innovator Defined Wealth Shield ETF in the first quarter valued at approximately $666,000. Finally, Legacy Wealth Managment LLC ID boosted its position in shares of Innovator Defined Wealth Shield ETF by 180.3% during the first quarter. Legacy Wealth Managment LLC ID now owns 8,460 shares of the company’s stock valued at $283,000 after buying an additional 5,442 shares during the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

Shares of BATS:BALT opened at $34.34 on Tuesday. The business’s 50 day moving average is $34.25 and its 200 day moving average is $33.90. Innovator Defined Wealth Shield ETF has a 12-month low of $32.21 and a 12-month high of $34.46. The stock has a market cap of $1.60 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14.

Innovator Defined Wealth Shield ETF 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.