Raymond James & Associates Purchases 12,946 Shares of Innovator Defined Wealth Shield ETF (BATS:BALT)

Raymond James & Associates increased its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 10.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 138,372 shares of the company’s stock after acquiring an additional 12,946 shares during the period. Raymond James & Associates owned about 0.64% of Innovator Defined Wealth Shield ETF worth $4,266,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Arkadios Wealth Advisors boosted its position in Innovator Defined Wealth Shield ETF by 1.2% in the second quarter. Arkadios Wealth Advisors now owns 36,755 shares of the company’s stock worth $1,104,000 after purchasing an additional 428 shares during the last quarter. O Connor Financial Group LLC boosted its holdings in shares of Innovator Defined Wealth Shield ETF by 5.4% in the 3rd quarter. O Connor Financial Group LLC now owns 18,074 shares of the company’s stock worth $557,000 after buying an additional 922 shares during the last quarter. Ashton Thomas Private Wealth LLC bought a new position in Innovator Defined Wealth Shield ETF during the second quarter valued at about $32,000. BCS Wealth Management grew its position in Innovator Defined Wealth Shield ETF by 4.0% during the third quarter. BCS Wealth Management now owns 42,130 shares of the company’s stock valued at $1,299,000 after buying an additional 1,623 shares during the period. Finally, Concourse Financial Group Securities Inc. increased its holdings in Innovator Defined Wealth Shield ETF by 61.9% during the second quarter. Concourse Financial Group Securities Inc. now owns 5,546 shares of the company’s stock worth $167,000 after buying an additional 2,121 shares during the last quarter.

Innovator Defined Wealth Shield ETF Trading Up 0.1 %

BALT opened at $30.91 on Friday. The company has a fifty day moving average of $30.73 and a 200-day moving average of $30.12. The stock has a market capitalization of $672.29 million, a PE ratio of 21.98 and a beta of 0.18.

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.