Silver Oak Securities Incorporated Has $2.02 Million Stock Holdings in Innovator Defined Wealth Shield ETF (BATS:BALT)

Silver Oak Securities Incorporated increased its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 18.1% in the 3rd quarter, HoldingsChannel reports. The firm owned 65,377 shares of the company’s stock after acquiring an additional 9,997 shares during the period. Silver Oak Securities Incorporated’s holdings in Innovator Defined Wealth Shield ETF were worth $2,015,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in BALT. Arkadios Wealth Advisors boosted its position in shares of Innovator Defined Wealth Shield ETF by 1.2% during the 2nd quarter. Arkadios Wealth Advisors now owns 36,755 shares of the company’s stock worth $1,104,000 after purchasing an additional 428 shares in the last quarter. Comprehensive Financial Consultants Institutional Inc. grew its stake in Innovator Defined Wealth Shield ETF by 45.7% in the first quarter. Comprehensive Financial Consultants Institutional Inc. now owns 22,071 shares of the company’s stock valued at $646,000 after acquiring an additional 6,924 shares during the period. Concourse Financial Group Securities Inc. increased its holdings in shares of Innovator Defined Wealth Shield ETF by 61.9% during the second quarter. Concourse Financial Group Securities Inc. now owns 5,546 shares of the company’s stock valued at $167,000 after acquiring an additional 2,121 shares in the last quarter. Souders Financial Advisors acquired a new position in shares of Innovator Defined Wealth Shield ETF during the second quarter worth approximately $218,000. Finally, Raymond James & Associates lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 23.5% in the 2nd quarter. Raymond James & Associates now owns 125,426 shares of the company’s stock worth $3,767,000 after purchasing an additional 23,898 shares in the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

Shares of BATS BALT opened at $30.97 on Friday. The firm’s 50-day simple moving average is $30.66 and its 200-day simple moving average is $30.04. The firm has a market capitalization of $673.49 million, a PE ratio of 21.98 and a beta of 0.18.

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.