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

Crown Wealth Group LLC raised its stake in Innovator Defined Wealth Shield ETF (BATS:BALT) by 7.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 948,772 shares of the company’s stock after acquiring an additional 68,682 shares during the quarter. Innovator Defined Wealth Shield ETF makes up approximately 8.9% of Crown Wealth Group LLC’s investment portfolio, making the stock its 3rd largest position. Crown Wealth Group LLC owned approximately 2.04% of Innovator Defined Wealth Shield ETF worth $31,793,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of BALT. Reliant Wealth Planning lifted its holdings in Innovator Defined Wealth Shield ETF by 2,527.0% in the third quarter. Reliant Wealth Planning now owns 957,346 shares of the company’s stock valued at $31,420,000 after acquiring an additional 920,903 shares during the period. Lee Johnson Capital Management LLC acquired a new position in Innovator Defined Wealth Shield ETF in the third quarter valued at approximately $27,714,000. Raymond James Financial Inc. lifted its holdings in Innovator Defined Wealth Shield ETF by 24.5% in the third quarter. Raymond James Financial Inc. now owns 2,104,517 shares of the company’s stock valued at $69,070,000 after acquiring an additional 413,938 shares during the period. NewEdge Advisors LLC lifted its holdings in Innovator Defined Wealth Shield ETF by 324.2% in the third quarter. NewEdge Advisors LLC now owns 412,363 shares of the company’s stock valued at $13,534,000 after acquiring an additional 315,155 shares during the period. Finally, Kingsview Wealth Management LLC lifted its holdings in Innovator Defined Wealth Shield ETF by 58.6% in the third quarter. Kingsview Wealth Management LLC now owns 845,829 shares of the company’s stock valued at $27,760,000 after acquiring an additional 312,476 shares during the period.

Innovator Defined Wealth Shield ETF Trading Down 0.1%

Shares of BATS:BALT opened at $33.87 on Wednesday. Innovator Defined Wealth Shield ETF has a 12-month low of $30.94 and a 12-month high of $33.92. The company has a market capitalization of $1.57 billion, a PE ratio of 24.42 and a beta of 0.14. The business has a 50 day moving average of $33.65 and a two-hundred day moving average of $33.40.

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.