CRA Financial Services LLC Purchases 37,458 Shares of Innovator Defined Wealth Shield ETF $BALT

CRA Financial Services LLC raised its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 9.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 426,872 shares of the company’s stock after purchasing an additional 37,458 shares during the quarter. Innovator Defined Wealth Shield ETF accounts for approximately 1.9% of CRA Financial Services LLC’s portfolio, making the stock its 13th largest position. CRA Financial Services LLC owned about 0.92% of Innovator Defined Wealth Shield ETF worth $14,304,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of BALT. GGM Financials LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF during the third quarter valued at about $33,000. Caitlin John LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF during the third quarter worth about $78,000. Geneos Wealth Management Inc. acquired a new stake in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter worth about $90,000. NWF Advisory Services Inc. bought a new position in Innovator Defined Wealth Shield ETF in the 3rd quarter valued at about $201,000. Finally, Accurate Wealth Management LLC bought a new position in Innovator Defined Wealth Shield ETF in the 4th quarter valued at about $206,000.

Innovator Defined Wealth Shield ETF Stock Performance

BALT stock opened at $33.51 on Thursday. The business has a 50-day simple moving average of $33.64 and a two-hundred day simple moving average of $33.30. The company has a market capitalization of $1.56 billion, a P/E ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 52-week low of $30.07 and a 52-week high of $33.84.

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.