Atria Investments Inc Buys New Shares in Innovator Defined Wealth Shield ETF $BALT

Atria Investments Inc bought a new position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor bought 65,948 shares of the company’s stock, valued at approximately $2,164,000. Atria Investments Inc owned approximately 0.14% of Innovator Defined Wealth Shield ETF as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently bought and sold shares of the stock. Osaic Holdings Inc. grew its stake in Innovator Defined Wealth Shield ETF by 29.8% in the second quarter. Osaic Holdings Inc. now owns 2,306,222 shares of the company’s stock valued at $73,983,000 after purchasing an additional 529,782 shares in the last quarter. Envestnet Asset Management Inc. boosted its holdings in shares of Innovator Defined Wealth Shield ETF by 6.3% in the 3rd quarter. Envestnet Asset Management Inc. now owns 1,825,207 shares of the company’s stock valued at $59,903,000 after buying an additional 107,652 shares during the last quarter. Cetera Investment Advisers boosted its holdings in shares of Innovator Defined Wealth Shield ETF by 50.7% in the 2nd quarter. Cetera Investment Advisers now owns 1,072,378 shares of the company’s stock valued at $34,402,000 after buying an additional 360,840 shares during the last quarter. Crown Wealth Group LLC grew its stake in shares of Innovator Defined Wealth Shield ETF by 15.1% in the third quarter. Crown Wealth Group LLC now owns 880,090 shares of the company’s stock valued at $28,885,000 after buying an additional 115,754 shares in the last quarter. Finally, C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors grew its stake in shares of Innovator Defined Wealth Shield ETF by 4.5% in the third quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 858,514 shares of the company’s stock valued at $28,176,000 after buying an additional 36,724 shares in the last quarter.

Innovator Defined Wealth Shield ETF Trading Up 0.1%

BATS BALT opened at $33.69 on Wednesday. The firm’s fifty day moving average price is $33.55 and its two-hundred day moving average price is $33.07. Innovator Defined Wealth Shield ETF has a 1 year low of $30.07 and a 1 year high of $33.81. The firm has a market capitalization of $1.56 billion, a P/E ratio of 24.42 and a beta of 0.14.

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.