Milestone Asset Management LLC Invests $83.26 Million in Innovator Defined Wealth Shield ETF (BATS:BALT)

Milestone Asset Management LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALTFree Report) in the 4th quarter, Holdings Channel reports. The institutional investor purchased 2,914,291 shares of the company’s stock, valued at approximately $83,261,000. Innovator Defined Wealth Shield ETF accounts for 27.4% of Milestone Asset Management LLC’s investment portfolio, making the stock its largest holding. Milestone Asset Management LLC owned 0.20% of Innovator Defined Wealth Shield ETF as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also bought and sold shares of the company. Fermata Advisors LLC bought a new stake in Innovator Defined Wealth Shield ETF during the 4th quarter valued at $233,000. Janney Montgomery Scott LLC increased its stake in Innovator Defined Wealth Shield ETF by 24.4% during the 3rd quarter. Janney Montgomery Scott LLC now owns 50,750 shares of the company’s stock worth $1,411,000 after buying an additional 9,950 shares in the last quarter. Personal CFO Solutions LLC boosted its holdings in shares of Innovator Defined Wealth Shield ETF by 2.0% during the 3rd quarter. Personal CFO Solutions LLC now owns 290,223 shares of the company’s stock worth $8,068,000 after purchasing an additional 5,772 shares during the last quarter. Integral Investment Advisors Inc. boosted its holdings in shares of Innovator Defined Wealth Shield ETF by 2.1% during the 3rd quarter. Integral Investment Advisors Inc. now owns 157,263 shares of the company’s stock worth $4,372,000 after purchasing an additional 3,227 shares during the last quarter. Finally, Commonwealth Equity Services LLC lifted its holdings in Innovator Defined Wealth Shield ETF by 7.0% in the third quarter. Commonwealth Equity Services LLC now owns 266,244 shares of the company’s stock valued at $7,402,000 after acquiring an additional 17,419 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Down 0.1 %

BATS:BALT traded down $0.02 during trading hours on Wednesday, reaching $29.19. 243,777 shares of the stock were exchanged. The stock has a fifty day simple moving average of $29.03 and a 200-day simple moving average of $28.50.

About Innovator Defined Wealth Shield ETF

(Free Report)

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.

Further Reading

Want to see what other hedge funds are holding BALT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Innovator Defined Wealth Shield ETF (BATS:BALTFree Report).

Institutional Ownership by Quarter for Innovator Defined Wealth Shield ETF (BATS:BALT)

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