Innovator Defined Wealth Shield ETF $BALT Shares Purchased by Crown Wealth Group LLC

Crown Wealth Group LLC raised its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 15.1% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 880,090 shares of the company’s stock after purchasing an additional 115,754 shares during the quarter. Innovator Defined Wealth Shield ETF makes up about 8.7% of Crown Wealth Group LLC’s investment portfolio, making the stock its 3rd largest position. Crown Wealth Group LLC owned approximately 1.89% of Innovator Defined Wealth Shield ETF worth $28,885,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Pachira Investments Inc. increased its stake in shares of Innovator Defined Wealth Shield ETF by 1.3% in the second quarter. Pachira Investments Inc. now owns 35,313 shares of the company’s stock valued at $1,133,000 after buying an additional 467 shares in the last quarter. O Connor Financial Group LLC grew its holdings in Innovator Defined Wealth Shield ETF by 2.4% during the 2nd quarter. O Connor Financial Group LLC now owns 20,110 shares of the company’s stock worth $647,000 after acquiring an additional 478 shares during the last quarter. Hazlett Burt & Watson Inc. increased its position in Innovator Defined Wealth Shield ETF by 69.3% in the 2nd quarter. Hazlett Burt & Watson Inc. now owns 1,287 shares of the company’s stock valued at $42,000 after acquiring an additional 527 shares in the last quarter. Signal Advisors Wealth LLC increased its position in Innovator Defined Wealth Shield ETF by 9.6% in the 3rd quarter. Signal Advisors Wealth LLC now owns 6,980 shares of the company’s stock valued at $229,000 after acquiring an additional 610 shares in the last quarter. Finally, Comprehensive Financial Consultants Institutional Inc. raised its stake in shares of Innovator Defined Wealth Shield ETF by 0.7% in the second quarter. Comprehensive Financial Consultants Institutional Inc. now owns 88,028 shares of the company’s stock worth $2,824,000 after acquiring an additional 619 shares during the last quarter.

Innovator Defined Wealth Shield ETF Trading Up 8.4%

Shares of BALT stock opened at $33.52 on Monday. Innovator Defined Wealth Shield ETF has a 1 year low of $29.35 and a 1 year high of $32.34. The firm’s 50 day moving average is $33.17 and its 200-day moving average is $32.74. The firm has a market capitalization of $1.56 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14.

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.