Innovator Defined Wealth Shield ETF (BATS:BALT) Stake Lifted by Stratos Wealth Advisors LLC

Stratos Wealth Advisors LLC increased its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 20.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,540 shares of the company’s stock after purchasing an additional 2,751 shares during the period. Stratos Wealth Advisors LLC owned 0.11% of Innovator Defined Wealth Shield ETF worth $473,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Milestone Asset Management LLC acquired a new stake in Innovator Defined Wealth Shield ETF in the 4th quarter valued at about $83,261,000. Envestnet Asset Management Inc. grew its position in Innovator Defined Wealth Shield ETF by 6.5% in the third quarter. Envestnet Asset Management Inc. now owns 1,873,215 shares of the company’s stock worth $52,075,000 after buying an additional 114,305 shares during the last quarter. Osaic Holdings Inc. increased its holdings in shares of Innovator Defined Wealth Shield ETF by 9.0% in the second quarter. Osaic Holdings Inc. now owns 1,122,639 shares of the company’s stock valued at $31,301,000 after buying an additional 92,456 shares in the last quarter. Kingsview Wealth Management LLC lifted its position in shares of Innovator Defined Wealth Shield ETF by 1,068.5% during the 3rd quarter. Kingsview Wealth Management LLC now owns 909,332 shares of the company’s stock valued at $25,279,000 after acquiring an additional 831,511 shares during the last quarter. Finally, Brookstone Capital Management boosted its stake in shares of Innovator Defined Wealth Shield ETF by 10.5% during the 4th quarter. Brookstone Capital Management now owns 733,243 shares of the company’s stock worth $20,949,000 after acquiring an additional 69,772 shares in the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BATS BALT opened at $29.22 on Tuesday. The stock has a 50-day moving average of $29.07 and a two-hundred day moving average of $28.54.

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.