Innovator Defined Wealth Shield ETF $BALT Stock Holdings Lifted by Signature Estate & Investment Advisors LLC

Signature Estate & Investment Advisors LLC increased its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 12.0% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 61,398 shares of the company’s stock after acquiring an additional 6,601 shares during the quarter. Signature Estate & Investment Advisors LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $1,970,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in BALT. Wealthquest Corp boosted its position in shares of Innovator Defined Wealth Shield ETF by 11.8% in the first quarter. Wealthquest Corp now owns 3,442,846 shares of the company’s stock worth $108,037,000 after buying an additional 362,959 shares during the period. Raymond James Financial Inc. boosted its position in Innovator Defined Wealth Shield ETF by 131.6% during the 1st quarter. Raymond James Financial Inc. now owns 1,840,764 shares of the company’s stock worth $57,763,000 after acquiring an additional 1,046,019 shares during the period. Envestnet Asset Management Inc. grew its stake in Innovator Defined Wealth Shield ETF by 15.3% during the 1st quarter. Envestnet Asset Management Inc. now owns 1,834,621 shares of the company’s stock valued at $57,570,000 after acquiring an additional 244,031 shares in the last quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors grew its stake in Innovator Defined Wealth Shield ETF by 23.5% during the 1st quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 793,566 shares of the company’s stock valued at $24,914,000 after acquiring an additional 150,815 shares in the last quarter. Finally, Crown Wealth Group LLC increased its holdings in shares of Innovator Defined Wealth Shield ETF by 7.3% in the 2nd quarter. Crown Wealth Group LLC now owns 764,336 shares of the company’s stock valued at $24,520,000 after purchasing an additional 52,007 shares during the period.

Innovator Defined Wealth Shield ETF Stock Up 6.2%

BALT stock opened at $32.83 on Friday. The company has a 50 day moving average of $32.68 and a two-hundred day moving average of $32.10. The company has a market cap of $1.52 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 12-month low of $29.35 and a 12-month high of $32.34.

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.