Farther Finance Advisors LLC Has $7.10 Million Stake in Innovator Defined Wealth Shield ETF $BALT

Farther Finance Advisors LLC increased its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 16.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 211,740 shares of the company’s stock after acquiring an additional 30,644 shares during the period. Farther Finance Advisors LLC owned about 0.46% of Innovator Defined Wealth Shield ETF worth $7,095,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in BALT. Bison Wealth LLC raised its holdings in shares of Innovator Defined Wealth Shield ETF by 73.5% during the fourth quarter. Bison Wealth LLC now owns 41,232 shares of the company’s stock worth $1,296,000 after acquiring an additional 17,464 shares during the period. AQR Capital Management LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF during the first quarter worth $347,000. Jane Street Group LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF during the first quarter worth $1,036,000. NewEdge Advisors LLC raised its holdings in shares of Innovator Defined Wealth Shield ETF by 105.2% during the second quarter. NewEdge Advisors LLC now owns 97,208 shares of the company’s stock worth $3,118,000 after acquiring an additional 49,841 shares during the period. Finally, Ausdal Financial Partners Inc. grew its position in Innovator Defined Wealth Shield ETF by 18.1% in the second quarter. Ausdal Financial Partners Inc. now owns 34,396 shares of the company’s stock valued at $1,103,000 after purchasing an additional 5,274 shares in the last quarter.

Innovator Defined Wealth Shield ETF Trading Up 0.1%

Innovator Defined Wealth Shield ETF stock opened at $33.87 on Friday. The company has a market cap of $1.57 billion, a P/E ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 1-year low of $30.81 and a 1-year high of $33.87. The company has a fifty day simple moving average of $33.64 and a 200 day simple moving average of $33.37.

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.