CRA Financial Services LLC Purchases 67,802 Shares of Innovator Defined Wealth Shield ETF $BALT

CRA Financial Services LLC lifted its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 21.1% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 389,414 shares of the company’s stock after buying an additional 67,802 shares during the period. Innovator Defined Wealth Shield ETF makes up about 1.7% of CRA Financial Services LLC’s portfolio, making the stock its 16th largest position. CRA Financial Services LLC owned approximately 0.84% of Innovator Defined Wealth Shield ETF worth $12,781,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Clear Creek Financial Management LLC boosted its stake in Innovator Defined Wealth Shield ETF by 5,521.0% in the second quarter. Clear Creek Financial Management LLC now owns 588,185 shares of the company’s stock valued at $18,869,000 after acquiring an additional 577,721 shares in the last quarter. Osaic Holdings Inc. lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 29.8% during the 2nd quarter. Osaic Holdings Inc. now owns 2,306,222 shares of the company’s stock valued at $73,983,000 after purchasing an additional 529,782 shares during the last quarter. Consolidated Planning Corp purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the 2nd quarter valued at $11,781,000. Cetera Investment Advisers boosted its position in shares of Innovator Defined Wealth Shield ETF by 50.7% in the 2nd quarter. Cetera Investment Advisers now owns 1,072,378 shares of the company’s stock worth $34,402,000 after purchasing an additional 360,840 shares in the last quarter. Finally, AE Wealth Management LLC grew its stake in Innovator Defined Wealth Shield ETF by 175.5% during the 2nd quarter. AE Wealth Management LLC now owns 494,367 shares of the company’s stock worth $15,859,000 after buying an additional 314,895 shares during the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

Shares of BATS:BALT opened at $33.48 on Friday. The business’s 50-day moving average is $33.11 and its 200 day moving average is $32.68. Innovator Defined Wealth Shield ETF has a 1 year low of $29.35 and a 1 year high of $32.34. The firm has a market capitalization of $1.55 billion, a P/E ratio of 24.42 and a beta of 0.14.

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.