HBW Advisory Services LLC Purchases 1,192 Shares of Innovator Defined Wealth Shield ETF (BATS:BALT)

HBW Advisory Services LLC boosted its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 8.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,033 shares of the company’s stock after purchasing an additional 1,192 shares during the period. HBW Advisory Services LLC owned 0.07% of Innovator Defined Wealth Shield ETF worth $472,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Souders Financial Advisors bought a new position in shares of Innovator Defined Wealth Shield ETF in the second quarter valued at about $218,000. Ashton Thomas Private Wealth LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF during the second quarter worth approximately $32,000. Strategic Blueprint LLC grew its stake in shares of Innovator Defined Wealth Shield ETF by 31.6% during the third quarter. Strategic Blueprint LLC now owns 21,165 shares of the company’s stock valued at $653,000 after purchasing an additional 5,085 shares during the last quarter. Concourse Financial Group Securities Inc. increased its holdings in shares of Innovator Defined Wealth Shield ETF by 43.6% in the third quarter. Concourse Financial Group Securities Inc. now owns 7,962 shares of the company’s stock valued at $245,000 after purchasing an additional 2,416 shares in the last quarter. Finally, Focus Financial Network Inc. raised its position in Innovator Defined Wealth Shield ETF by 53.0% in the 3rd quarter. Focus Financial Network Inc. now owns 24,125 shares of the company’s stock worth $744,000 after purchasing an additional 8,355 shares during the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

Shares of BALT opened at $31.42 on Friday. The company has a 50 day moving average price of $31.35 and a two-hundred day moving average price of $30.78. The company has a market cap of $683.28 million, a price-to-earnings ratio of 21.98 and a beta of 0.18.

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.