Diversify Advisory Services LLC Has $2.66 Million Stock Holdings in Innovator Defined Wealth Shield ETF $BALT

Diversify Advisory Services LLC raised its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 28.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 79,060 shares of the company’s stock after purchasing an additional 17,570 shares during the quarter. Diversify Advisory Services LLC owned approximately 0.17% of Innovator Defined Wealth Shield ETF worth $2,661,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in BALT. AE Wealth Management LLC lifted its position in Innovator Defined Wealth Shield ETF by 9.4% during the third quarter. AE Wealth Management LLC now owns 540,794 shares of the company’s stock worth $17,749,000 after acquiring an additional 46,427 shares during the last quarter. Integrity Advisory Solutions LLC acquired a new stake in Innovator Defined Wealth Shield ETF during the third quarter worth approximately $3,404,000. Archer Investment Corp acquired a new stake in Innovator Defined Wealth Shield ETF during the third quarter worth approximately $4,667,000. Atria Investments Inc acquired a new stake in Innovator Defined Wealth Shield ETF during the third quarter worth approximately $2,164,000. Finally, Wealthcare Advisory Partners LLC lifted its position in Innovator Defined Wealth Shield ETF by 5.3% during the third quarter. Wealthcare Advisory Partners LLC now owns 491,952 shares of the company’s stock worth $16,146,000 after acquiring an additional 24,637 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Down 0.1%

Shares of BALT stock opened at $33.72 on Friday. The firm has a 50 day moving average price of $33.63 and a two-hundred day moving average price of $33.34. The company has a market capitalization of $1.57 billion, a PE ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 12-month low of $30.69 and a 12-month high of $33.84.

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.