Innovator Defined Wealth Shield ETF $BALT Shares Bought by Capital Investment Advisory Services LLC

Capital Investment Advisory Services LLC grew its stake in Innovator Defined Wealth Shield ETF (BATS:BALT) by 12.9% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 165,278 shares of the company’s stock after buying an additional 18,864 shares during the quarter. Capital Investment Advisory Services LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $5,424,000 as of its most recent filing with the SEC.

Other large investors have also recently made changes to their positions in the company. Hazlett Burt & Watson Inc. lifted its stake in Innovator Defined Wealth Shield ETF by 69.3% in the second quarter. Hazlett Burt & Watson Inc. now owns 1,287 shares of the company’s stock worth $42,000 after acquiring an additional 527 shares during the last quarter. Geneos Wealth Management Inc. acquired a new stake in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter valued at $90,000. Alaska Permanent Capital Management LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the 2nd quarter worth $167,000. NBT Bank N A NY acquired a new position in shares of Innovator Defined Wealth Shield ETF during the second quarter worth $201,000. Finally, NWF Advisory Services Inc. acquired a new position in shares of Innovator Defined Wealth Shield ETF during the third quarter worth $201,000.

Innovator Defined Wealth Shield ETF Price Performance

Innovator Defined Wealth Shield ETF stock opened at $33.60 on Friday. The stock has a market cap of $1.56 billion, a PE ratio of 24.42 and a beta of 0.14. The stock’s fifty day moving average is $33.48 and its two-hundred day moving average is $32.98. Innovator Defined Wealth Shield ETF has a 1-year low of $29.35 and a 1-year 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.