Bay Colony Advisory Group Inc d b a Bay Colony Advisors Makes New $341,000 Investment in Innovator Defined Wealth Shield ETF (BATS:BALT)

Bay Colony Advisory Group Inc d b a Bay Colony Advisors acquired a new position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 11,932 shares of the company’s stock, valued at approximately $341,000. Bay Colony Advisory Group Inc d b a Bay Colony Advisors owned 0.08% of Innovator Defined Wealth Shield ETF at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. JPMorgan Chase & Co. acquired a new stake in shares of Innovator Defined Wealth Shield ETF during the 1st quarter valued at about $42,000. GHP Investment Advisors Inc. acquired a new stake in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter valued at about $70,000. Morgan Stanley acquired a new stake in shares of Innovator Defined Wealth Shield ETF during the 4th quarter valued at about $73,000. UBS Group AG acquired a new stake in Innovator Defined Wealth Shield ETF in the 1st quarter worth approximately $222,000. Finally, Fermata Advisors LLC acquired a new stake in Innovator Defined Wealth Shield ETF in the 4th quarter worth approximately $233,000.

Innovator Defined Wealth Shield ETF Price Performance

BALT opened at $29.07 on Tuesday. The stock has a fifty day moving average of $29.10 and a 200 day moving average of $28.59.

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.