Innovator Defined Wealth Shield ETF (BATS:BALT) Stock Holdings Raised by Silver Oak Securities Incorporated

Silver Oak Securities Incorporated grew its stake in Innovator Defined Wealth Shield ETF (BATS:BALT) by 14.2% during the fourth quarter, HoldingsChannel.com reports. The firm owned 74,663 shares of the company’s stock after purchasing an additional 9,286 shares during the period. Silver Oak Securities Incorporated’s holdings in Innovator Defined Wealth Shield ETF were worth $2,346,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of BALT. Legacy Investment Solutions LLC bought a new stake in Innovator Defined Wealth Shield ETF in the third quarter valued at about $83,000. Continuum Wealth Advisors LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter worth approximately $200,000. D.B. Root & Company LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF in the 4th quarter valued at approximately $231,000. Gladstone Institutional Advisory LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter valued at approximately $234,000. Finally, Concourse Financial Group Securities Inc. lifted its stake in Innovator Defined Wealth Shield ETF by 43.6% during the third quarter. Concourse Financial Group Securities Inc. now owns 7,962 shares of the company’s stock worth $245,000 after purchasing an additional 2,416 shares during the last quarter.

Innovator Defined Wealth Shield ETF Trading Up 0.9 %

Innovator Defined Wealth Shield ETF stock opened at $31.72 on Thursday. The stock has a 50 day simple moving average of $31.51 and a two-hundred day simple moving average of $30.96. The firm has a market capitalization of $689.80 million, a P/E 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.