HighTower Advisors LLC Has $1.12 Million Stake in Innovator Defined Wealth Shield ETF (BATS:BALT)

HighTower Advisors LLC increased its stake in Innovator Defined Wealth Shield ETF (BATS:BALT) by 3.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 35,515 shares of the company’s stock after purchasing an additional 1,338 shares during the period. HighTower Advisors LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $1,116,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. Steward Partners Investment Advisory LLC raised its holdings in shares of Innovator Defined Wealth Shield ETF by 79.4% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 14,081 shares of the company’s stock valued at $442,000 after purchasing an additional 6,234 shares during the last quarter. Glen Eagle Advisors LLC acquired a new stake in Innovator Defined Wealth Shield ETF in the 3rd quarter valued at $3,024,000. Silver Oak Securities Incorporated lifted its position in Innovator Defined Wealth Shield ETF by 14.2% during the 4th quarter. Silver Oak Securities Incorporated now owns 74,663 shares of the company’s stock worth $2,346,000 after buying an additional 9,286 shares in the last quarter. Legacy Investment Solutions LLC bought a new position in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter valued at about $83,000. Finally, Allworth Financial LP increased its position in shares of Innovator Defined Wealth Shield ETF by 111.4% in the fourth quarter. Allworth Financial LP now owns 25,674 shares of the company’s stock valued at $813,000 after acquiring an additional 13,532 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

BALT opened at $31.37 on Thursday. The business’s 50-day simple moving average is $31.62 and its 200 day simple moving average is $31.30. The firm has a market capitalization of $1.28 billion, a PE ratio of 26.13 and a beta of 0.13. Innovator Defined Wealth Shield ETF has a 52-week low of $28.96 and a 52-week high of $31.99.

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.