Wealth Enhancement Advisory Services LLC Makes New Investment in Innovator Defined Wealth Shield ETF (BATS:BALT)

Wealth Enhancement Advisory Services LLC bought a new stake in Innovator Defined Wealth Shield ETF (BATS:BALT) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 16,611 shares of the company’s stock, valued at approximately $521,000.

A number of other large investors have also recently made changes to their positions in the stock. Raymond James Financial Inc. acquired a new stake in Innovator Defined Wealth Shield ETF in the 4th quarter valued at about $24,971,000. Kure Advisory LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 1st quarter valued at about $18,313,000. NBZ Investment Advisors LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 4th quarter valued at $12,419,000. Cetera Investment Advisers boosted its position in Innovator Defined Wealth Shield ETF by 28.2% in the 4th quarter. Cetera Investment Advisers now owns 767,323 shares of the company’s stock valued at $24,109,000 after buying an additional 169,004 shares during the last quarter. Finally, Long Island Wealth Management Inc. lifted its position in shares of Innovator Defined Wealth Shield ETF by 238.2% during the fourth quarter. Long Island Wealth Management Inc. now owns 154,821 shares of the company’s stock worth $4,864,000 after purchasing an additional 109,047 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BALT stock opened at $32.19 on Friday. The stock has a fifty day moving average of $31.85 and a two-hundred day moving average of $31.58. The firm has a market capitalization of $1.49 billion, a PE ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 1 year low of $29.35 and a 1 year high of $32.20.

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.