Concourse Financial Group Securities Inc. Buys 2,620 Shares of Innovator Defined Wealth Shield ETF (BATS:BALT)

Concourse Financial Group Securities Inc. increased its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALTFree Report) by 325.5% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 3,425 shares of the company’s stock after purchasing an additional 2,620 shares during the quarter. Concourse Financial Group Securities Inc.’s holdings in Innovator Defined Wealth Shield ETF were worth $100,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Fermata Advisors LLC bought a new position in shares of Innovator Defined Wealth Shield ETF during the 4th quarter valued at approximately $233,000. U.S. Capital Wealth Advisors LLC grew its position in Innovator Defined Wealth Shield ETF by 11.6% in the 4th quarter. U.S. Capital Wealth Advisors LLC now owns 29,445 shares of the company’s stock valued at $841,000 after acquiring an additional 3,072 shares during the last quarter. CoreCap Advisors LLC bought a new position in Innovator Defined Wealth Shield ETF in the 4th quarter valued at $835,000. Delta Investment Management LLC grew its position in Innovator Defined Wealth Shield ETF by 63.7% in the 4th quarter. Delta Investment Management LLC now owns 57,357 shares of the company’s stock valued at $1,639,000 after acquiring an additional 22,327 shares during the last quarter. Finally, Comprehensive Financial Consultants Institutional Inc. bought a new position in Innovator Defined Wealth Shield ETF in the 4th quarter valued at $433,000.

Innovator Defined Wealth Shield ETF Price Performance

Shares of Innovator Defined Wealth Shield ETF stock opened at $30.22 on Wednesday. The firm has a 50 day simple moving average of $29.67 and a two-hundred day simple moving average of $29.20. The company has a market cap of $657.18 million, a P/E ratio of 21.98 and a beta of 0.18.

Innovator Defined Wealth Shield ETF Company Profile

(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.

See Also

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

Receive News & Ratings for Innovator Defined Wealth Shield ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Innovator Defined Wealth Shield ETF and related companies with MarketBeat.com's FREE daily email newsletter.