Crown Wealth Group LLC increased its stake in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 9.0% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,066,604 shares of the company’s stock after purchasing an additional 87,734 shares during the quarter. Innovator Defined Wealth Shield ETF accounts for 9.3% of Crown Wealth Group LLC’s investment portfolio, making the stock its 3rd largest position. Crown Wealth Group LLC owned approximately 2.30% of Innovator Defined Wealth Shield ETF worth $37,278,000 as of its most recent filing with the Securities & Exchange Commission.
Several other hedge funds and other institutional investors have also recently made changes to their positions in the stock. Sound Income Strategies LLC purchased a new stake in Innovator Defined Wealth Shield ETF during the first quarter worth about $28,000. Waverly Advisors LLC purchased a new position in Innovator Defined Wealth Shield ETF in the first quarter valued at about $68,000. Weaver Capital Management LLC purchased a new position in Innovator Defined Wealth Shield ETF in the third quarter valued at about $78,000. Noble Wealth Management PBC increased its holdings in Innovator Defined Wealth Shield ETF by 18.4% in the second quarter. Noble Wealth Management PBC now owns 2,250 shares of the company’s stock valued at $77,000 after buying an additional 350 shares in the last quarter. Finally, Continuum Advisory LLC purchased a new position in Innovator Defined Wealth Shield ETF in the second quarter valued at about $179,000.
Innovator Defined Wealth Shield ETF Price Performance
Shares of BALT stock traded up $0.05 during midday trading on Monday, reaching $35.02. 706,241 shares of the company traded hands, compared to its average volume of 505,640. The firm’s 50 day simple moving average is $34.84 and its two-hundred day simple moving average is $34.38. Innovator Defined Wealth Shield ETF has a 1-year low of $32.79 and a 1-year high of $35.15. The firm has a market cap of $1.63 billion, a PE 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.
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