Creative Planning Purchases Shares of 13,267 Innovator Defined Wealth Shield ETF (BATS:BALT)

Creative Planning bought a new position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 13,267 shares of the company’s stock, valued at approximately $409,000. Creative Planning owned approximately 0.06% of Innovator Defined Wealth Shield ETF as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Ashton Thomas Private Wealth LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the 2nd quarter worth about $32,000. Triad Wealth Partners LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the 2nd quarter worth about $65,000. Concourse Financial Group Securities Inc. boosted its stake in shares of Innovator Defined Wealth Shield ETF by 61.9% during the 2nd quarter. Concourse Financial Group Securities Inc. now owns 5,546 shares of the company’s stock worth $167,000 after acquiring an additional 2,121 shares in the last quarter. Souders Financial Advisors purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the 2nd quarter worth about $218,000. Finally, Waller Financial Planning Group Inc. purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the 2nd quarter worth about $240,000.

Innovator Defined Wealth Shield ETF Stock Performance

BALT stock opened at $31.19 on Friday. The stock’s 50-day moving average price is $30.76 and its 200-day moving average price is $30.16. The stock has a market cap of $678.38 million, a price-to-earnings ratio of 21.98 and a beta of 0.18.

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.