Columbia Advisory Partners LLC Buys 22,594 Shares of Innovator Defined Wealth Shield ETF $BALT

Columbia Advisory Partners LLC raised its stake in Innovator Defined Wealth Shield ETF (BATS:BALT) by 98.3% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 45,586 shares of the company’s stock after acquiring an additional 22,594 shares during the period. Innovator Defined Wealth Shield ETF makes up about 1.0% of Columbia Advisory Partners LLC’s portfolio, making the stock its 26th biggest holding. Columbia Advisory Partners LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $1,526,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently modified their holdings of BALT. JPMorgan Chase & Co. grew its holdings in shares of Innovator Defined Wealth Shield ETF by 46,021.3% during the 4th quarter. JPMorgan Chase & Co. now owns 4,025,929 shares of the company’s stock worth $134,909,000 after purchasing an additional 4,017,200 shares in the last quarter. Osaic Holdings Inc. raised its stake in Innovator Defined Wealth Shield ETF by 4.8% in the fourth quarter. Osaic Holdings Inc. now owns 2,441,139 shares of the company’s stock valued at $81,802,000 after purchasing an additional 111,344 shares in the last quarter. Raymond James Financial Inc. lifted its position in Innovator Defined Wealth Shield ETF by 24.5% during the third quarter. Raymond James Financial Inc. now owns 2,104,517 shares of the company’s stock worth $69,070,000 after purchasing an additional 413,938 shares during the period. Cetera Investment Advisers lifted its position in Innovator Defined Wealth Shield ETF by 22.7% during the fourth quarter. Cetera Investment Advisers now owns 1,528,969 shares of the company’s stock worth $51,236,000 after purchasing an additional 282,713 shares during the period. Finally, Lee Johnson Capital Management LLC grew its stake in Innovator Defined Wealth Shield ETF by 70.7% during the first quarter. Lee Johnson Capital Management LLC now owns 1,402,959 shares of the company’s stock worth $46,950,000 after buying an additional 580,979 shares in the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

BALT stock opened at $34.27 on Wednesday. Innovator Defined Wealth Shield ETF has a 12 month low of $32.04 and a 12 month high of $34.36. The firm has a market cap of $1.59 billion, a P/E ratio of 24.42 and a beta of 0.14. The company’s 50-day moving average price is $34.11 and its two-hundred day moving average price is $33.78.

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.