Innovator Defined Wealth Shield ETF $BALT Shares Purchased by CoreCap Advisors LLC

CoreCap Advisors LLC raised its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 211.3% during the third quarter, according to its most recent filing with the SEC. The institutional investor owned 117,794 shares of the company’s stock after purchasing an additional 79,949 shares during the period. CoreCap Advisors LLC owned 0.25% of Innovator Defined Wealth Shield ETF worth $3,866,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Hazlett Burt & Watson Inc. lifted its stake in shares of Innovator Defined Wealth Shield ETF by 69.3% in the second quarter. Hazlett Burt & Watson Inc. now owns 1,287 shares of the company’s stock worth $42,000 after buying an additional 527 shares in the last quarter. Geneos Wealth Management Inc. acquired a new stake in Innovator Defined Wealth Shield ETF in the 3rd quarter valued at about $90,000. Alaska Permanent Capital Management LLC purchased a new position in Innovator Defined Wealth Shield ETF in the 2nd quarter worth approximately $167,000. Mattson Financial Services LLC purchased a new position in Innovator Defined Wealth Shield ETF in the 1st quarter worth approximately $176,000. Finally, NBT Bank N A NY acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 2nd quarter worth approximately $201,000.

Innovator Defined Wealth Shield ETF Price Performance

BALT stock opened at $33.60 on Thursday. 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 $1.56 billion, a PE ratio of 24.42 and a beta of 0.14. The business has a 50 day simple moving average of $33.20 and a 200-day simple moving average of $32.77.

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.