Innovator Defined Wealth Shield ETF (BATS:BALT) Shares Purchased by Signature Estate & Investment Advisors LLC

Signature Estate & Investment Advisors LLC grew its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 33.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 54,504 shares of the company’s stock after acquiring an additional 13,530 shares during the quarter. Signature Estate & Investment Advisors LLC owned about 0.25% of Innovator Defined Wealth Shield ETF worth $1,680,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Envestnet Portfolio Solutions Inc. purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the 1st quarter valued at about $276,000. Cetera Investment Advisers boosted its position in Innovator Defined Wealth Shield ETF by 140.3% during the 1st quarter. Cetera Investment Advisers now owns 666,953 shares of the company’s stock valued at $19,515,000 after purchasing an additional 389,377 shares during the period. Cetera Advisors LLC boosted its position in Innovator Defined Wealth Shield ETF by 458.5% during the 1st quarter. Cetera Advisors LLC now owns 217,075 shares of the company’s stock valued at $6,352,000 after purchasing an additional 178,205 shares during the period. Waller Financial Planning Group Inc. acquired a new position in Innovator Defined Wealth Shield ETF during the 2nd quarter valued at approximately $240,000. Finally, Dominguez Wealth Management Solutions Inc. raised its stake in Innovator Defined Wealth Shield ETF by 6.5% during the 2nd quarter. Dominguez Wealth Management Solutions Inc. now owns 210,010 shares of the company’s stock valued at $6,307,000 after acquiring an additional 12,889 shares in the last quarter.

Innovator Defined Wealth Shield ETF Stock Down 0.3 %

Shares of Innovator Defined Wealth Shield ETF stock opened at $31.13 on Friday. The firm’s fifty day simple moving average is $30.88 and its two-hundred day simple moving average is $30.26. The company has a market cap of $677.08 million, a P/E ratio of 21.98 and a beta of 0.18.

Innovator Defined Wealth Shield ETF 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.