Ashton Thomas Private Wealth LLC Purchases Shares of 1,077 Innovator Defined Wealth Shield ETF (BATS:BALT)

Ashton Thomas Private Wealth LLC acquired a new position in Innovator Defined Wealth Shield ETF (BATS:BALTFree Report) during the second quarter, according to its most recent 13F filing with the SEC. The firm acquired 1,077 shares of the company’s stock, valued at approximately $32,000.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Comprehensive Financial Consultants Institutional Inc. raised its holdings in Innovator Defined Wealth Shield ETF by 45.7% in the first quarter. Comprehensive Financial Consultants Institutional Inc. now owns 22,071 shares of the company’s stock valued at $646,000 after buying an additional 6,924 shares during the period. Concourse Financial Group Securities Inc. lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 61.9% during the 2nd quarter. Concourse Financial Group Securities Inc. now owns 5,546 shares of the company’s stock valued at $167,000 after acquiring an additional 2,121 shares in the last quarter. Cambridge Investment Research Advisors Inc. boosted its position in Innovator Defined Wealth Shield ETF by 85.8% during the 4th quarter. Cambridge Investment Research Advisors Inc. now owns 138,830 shares of the company’s stock worth $3,966,000 after purchasing an additional 64,099 shares during the period. Raymond James & Associates increased its holdings in Innovator Defined Wealth Shield ETF by 23.5% in the 2nd quarter. Raymond James & Associates now owns 125,426 shares of the company’s stock valued at $3,767,000 after purchasing an additional 23,898 shares in the last quarter. Finally, Wealthquest Corp increased its holdings in Innovator Defined Wealth Shield ETF by 276.2% in the 4th quarter. Wealthquest Corp now owns 315,494 shares of the company’s stock valued at $9,014,000 after purchasing an additional 231,624 shares in the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BALT opened at $30.61 on Tuesday. The stock’s 50 day moving average is $30.27 and its 200-day moving average is $29.72. The firm has a market capitalization of $665.77 million, a PE ratio of 21.98 and a beta of 0.18.

About Innovator Defined Wealth Shield ETF

(Free Report)

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.

Read More

Institutional Ownership by Quarter for Innovator Defined Wealth Shield ETF (BATS:BALT)

Receive News & Ratings for Innovator Defined Wealth Shield ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Innovator Defined Wealth Shield ETF and related companies with MarketBeat.com's FREE daily email newsletter.