Souders Financial Advisors purchased a new position in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 7,243 shares of the company’s stock, valued at approximately $218,000.
Several other institutional investors and hedge funds also recently bought and sold shares of the company. Ashton Thomas Private Wealth LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF in the 2nd quarter worth about $32,000. Triad Wealth Partners LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF during the second quarter worth $65,000. Concourse Financial Group Securities Inc. boosted its stake in shares of Innovator Defined Wealth Shield ETF by 325.5% during the first quarter. Concourse Financial Group Securities Inc. now owns 3,425 shares of the company’s stock valued at $100,000 after purchasing an additional 2,620 shares during the period. Core Wealth Advisors Inc. bought a new position in shares of Innovator Defined Wealth Shield ETF in the fourth quarter worth about $149,000. Finally, Waller Financial Planning Group Inc. purchased a new position in Innovator Defined Wealth Shield ETF in the 2nd quarter worth about $240,000.
Innovator Defined Wealth Shield ETF Stock Down 0.2 %
Shares of BALT opened at $30.77 on Wednesday. The company has a market cap of $669.28 million, a price-to-earnings ratio of 21.98 and a beta of 0.18. The firm’s fifty day moving average is $30.38 and its 200-day moving average is $29.85.
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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