Clear Creek Financial Management LLC Has $18.42 Million Stock Holdings in Innovator Defined Wealth Shield ETF $BALT

Clear Creek Financial Management LLC cut its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 4.6% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 561,243 shares of the company’s stock after selling 26,942 shares during the quarter. Innovator Defined Wealth Shield ETF makes up 1.6% of Clear Creek Financial Management LLC’s holdings, making the stock its 10th biggest holding. Clear Creek Financial Management LLC owned approximately 1.21% of Innovator Defined Wealth Shield ETF worth $18,420,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of the business. CFO4Life Group LLC lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 113.3% in the third quarter. CFO4Life Group LLC now owns 23,161 shares of the company’s stock worth $760,000 after acquiring an additional 12,305 shares during the last quarter. Fiscal Wisdom Wealth Management LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter valued at approximately $1,909,000. Syon Capital LLC acquired a new position in Innovator Defined Wealth Shield ETF during the 3rd quarter worth approximately $560,000. Wealthcare Advisory Partners LLC increased its position in Innovator Defined Wealth Shield ETF by 5.3% during the 3rd quarter. Wealthcare Advisory Partners LLC now owns 491,952 shares of the company’s stock worth $16,146,000 after purchasing an additional 24,637 shares in the last quarter. Finally, JPMorgan Chase & Co. lifted its stake in Innovator Defined Wealth Shield ETF by 1,283.4% in the 3rd quarter. JPMorgan Chase & Co. now owns 8,729 shares of the company’s stock valued at $286,000 after purchasing an additional 8,098 shares during the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

Shares of Innovator Defined Wealth Shield ETF stock opened at $33.72 on Friday. The company’s 50 day moving average price is $33.57 and its two-hundred day moving average price is $33.08. The firm has a market capitalization of $1.57 billion, a P/E ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a fifty-two week low of $30.07 and a fifty-two week high of $33.81.

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.