Integrity Alliance LLC. Grows Position in Innovator Defined Wealth Shield ETF $BALT

Integrity Alliance LLC. grew its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 3.1% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 40,506 shares of the company’s stock after acquiring an additional 1,224 shares during the period. Integrity Alliance LLC. owned about 0.09% of Innovator Defined Wealth Shield ETF worth $1,299,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also made changes to their positions in the company. Truist Financial Corp lifted its position in shares of Innovator Defined Wealth Shield ETF by 147.3% in the second quarter. Truist Financial Corp now owns 155,324 shares of the company’s stock valued at $4,983,000 after acquiring an additional 92,517 shares in the last quarter. Tradition Wealth Management LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF in the first quarter valued at about $397,000. Envestnet Asset Management Inc. lifted its position in shares of Innovator Defined Wealth Shield ETF by 15.3% in the first 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. 4J Wealth Management LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF in the first quarter valued at about $2,058,000. Finally, Grant Street Asset Management Inc. purchased a new position in shares of Innovator Defined Wealth Shield ETF in the first quarter valued at about $281,000.

Innovator Defined Wealth Shield ETF Stock Up 6.8%

Shares of Innovator Defined Wealth Shield ETF stock opened at $33.04 on Friday. The stock’s 50-day simple moving average is $32.78 and its 200-day simple moving average is $32.25. Innovator Defined Wealth Shield ETF has a 52 week low of $29.35 and a 52 week high of $32.34. The company has a market capitalization of $1.53 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14.

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.