Advyzon Investment Management LLC Buys Shares of 16,246 Innovator Defined Wealth Shield ETF $BALT

Advyzon Investment Management LLC bought a new position in Innovator Defined Wealth Shield ETF (BATS:BALT) in the 2nd quarter, according to its most recent filing with the SEC. The institutional investor bought 16,246 shares of the company’s stock, valued at approximately $521,000.

Other institutional investors have also recently made changes to their positions in the company. Allworth Financial LP boosted its stake in Innovator Defined Wealth Shield ETF by 31.7% in the second quarter. Allworth Financial LP now owns 33,851 shares of the company’s stock valued at $1,086,000 after acquiring an additional 8,146 shares in the last quarter. PFG Advisors acquired a new stake in shares of Innovator Defined Wealth Shield ETF in the 2nd quarter worth $1,279,000. AE Wealth Management LLC boosted its position in shares of Innovator Defined Wealth Shield ETF by 175.5% in the 2nd quarter. AE Wealth Management LLC now owns 494,367 shares of the company’s stock worth $15,859,000 after purchasing an additional 314,895 shares in the last quarter. Wedbush Securities Inc. purchased a new position in Innovator Defined Wealth Shield ETF during the 2nd quarter worth $367,000. Finally, Rovin Capital UT ADV increased its position in Innovator Defined Wealth Shield ETF by 5.4% during the 2nd quarter. Rovin Capital UT ADV now owns 86,736 shares of the company’s stock valued at $2,782,000 after buying an additional 4,447 shares in the last quarter.

Innovator Defined Wealth Shield ETF Stock Up 7.0%

Shares of BATS BALT opened at $33.08 on Wednesday. Innovator Defined Wealth Shield ETF has a 52 week low of $29.35 and a 52 week high of $32.34. The firm has a market cap of $1.54 billion, a P/E ratio of 24.42 and a beta of 0.14. The business’s 50 day moving average price is $32.84 and its 200 day moving average price is $32.36.

Innovator Defined Wealth Shield ETF 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.