Atria Wealth Solutions Inc. Has $2.24 Million Holdings in Innovator Defined Wealth Shield ETF (BATS:BALT)

Atria Wealth Solutions Inc. lifted its stake in Innovator Defined Wealth Shield ETF (BATS:BALT) by 12.8% during the fourth quarter, Holdings Channel reports. The fund owned 78,405 shares of the company’s stock after acquiring an additional 8,900 shares during the quarter. Atria Wealth Solutions Inc.’s holdings in Innovator Defined Wealth Shield ETF were worth $2,240,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. CRA Financial Services LLC raised its position in shares of Innovator Defined Wealth Shield ETF by 17.1% in the fourth quarter. CRA Financial Services LLC now owns 220,627 shares of the company’s stock valued at $6,303,000 after purchasing an additional 32,257 shares during the period. Bay Colony Advisory Group Inc d b a Bay Colony Advisors bought a new position in Innovator Defined Wealth Shield ETF in the 4th quarter worth $341,000. Koshinski Asset Management Inc. lifted its position in Innovator Defined Wealth Shield ETF by 50.7% during the 4th quarter. Koshinski Asset Management Inc. now owns 11,516 shares of the company’s stock worth $329,000 after acquiring an additional 3,875 shares during the last quarter. RiverTree Advisors LLC boosted its holdings in Innovator Defined Wealth Shield ETF by 2.6% during the fourth quarter. RiverTree Advisors LLC now owns 66,818 shares of the company’s stock valued at $1,909,000 after acquiring an additional 1,702 shares during the period. Finally, Stratos Wealth Advisors LLC grew its position in shares of Innovator Defined Wealth Shield ETF by 20.0% in the fourth quarter. Stratos Wealth Advisors LLC now owns 16,540 shares of the company’s stock valued at $473,000 after purchasing an additional 2,751 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Up 0.1 %

BATS BALT opened at $29.16 on Tuesday. The business’s fifty day simple moving average is $29.12 and its 200-day simple moving average is $28.67. The firm has a market cap of $609.44 million, a PE ratio of 21.98 and a beta of 0.10.

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.