Harbour Investments Inc. Has $5.22 Million Stock Holdings in Innovator Defined Wealth Shield ETF (BATS:BALT)

Harbour Investments Inc. lifted its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 24.4% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 166,060 shares of the company’s stock after acquiring an additional 32,612 shares during the quarter. Harbour Investments Inc.’s holdings in Innovator Defined Wealth Shield ETF were worth $5,218,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the business. Commonwealth Equity Services LLC boosted its position in shares of Innovator Defined Wealth Shield ETF by 4.6% in the fourth quarter. Commonwealth Equity Services LLC now owns 1,110,130 shares of the company’s stock worth $34,880,000 after buying an additional 48,731 shares during the period. Madison Wealth Partners Inc boosted its position in shares of Innovator Defined Wealth Shield ETF by 3.4% in the fourth quarter. Madison Wealth Partners Inc now owns 35,491 shares of the company’s stock worth $1,115,000 after buying an additional 1,180 shares during the period. Avantax Advisory Services Inc. raised its holdings in shares of Innovator Defined Wealth Shield ETF by 402.8% during the fourth quarter. Avantax Advisory Services Inc. now owns 37,141 shares of the company’s stock worth $1,167,000 after acquiring an additional 29,754 shares in the last quarter. Capasso Planning Partners LLC raised its holdings in shares of Innovator Defined Wealth Shield ETF by 7.8% during the fourth quarter. Capasso Planning Partners LLC now owns 19,128 shares of the company’s stock worth $601,000 after acquiring an additional 1,386 shares in the last quarter. Finally, HighTower Advisors LLC raised its holdings in shares of Innovator Defined Wealth Shield ETF by 3.9% during the fourth quarter. HighTower Advisors LLC now owns 35,515 shares of the company’s stock worth $1,116,000 after acquiring an additional 1,338 shares in the last quarter.

Innovator Defined Wealth Shield ETF Trading Down 0.2 %

Shares of BATS:BALT opened at $31.37 on Friday. Innovator Defined Wealth Shield ETF has a 1 year low of $28.96 and a 1 year high of $31.99. The business has a fifty day simple moving average of $31.64 and a 200 day simple moving average of $31.24. The firm has a market cap of $1.19 billion, a price-to-earnings ratio of 27.00 and a beta of 0.13.

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.