Orion Portfolio Solutions LLC boosted its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 12.0% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,114 shares of the company’s stock after purchasing an additional 1,511 shares during the period. Orion Portfolio Solutions LLC owned approximately 0.06% of Innovator Defined Wealth Shield ETF worth $435,000 at the end of the most recent quarter.
A number of other institutional investors also recently bought and sold shares of the company. Ashton Thomas Private Wealth LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF in the 2nd quarter valued at $32,000. Concourse Financial Group Securities Inc. lifted its position in Innovator Defined Wealth Shield ETF by 61.9% in the second quarter. Concourse Financial Group Securities Inc. now owns 5,546 shares of the company’s stock valued at $167,000 after buying an additional 2,121 shares during the last quarter. Continuum Wealth Advisors LLC purchased a new position in Innovator Defined Wealth Shield ETF during the third quarter worth about $200,000. Souders Financial Advisors acquired a new stake in shares of Innovator Defined Wealth Shield ETF during the second quarter valued at about $218,000. Finally, Gladstone Institutional Advisory LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter valued at approximately $234,000.
Innovator Defined Wealth Shield ETF Price Performance
Innovator Defined Wealth Shield ETF stock opened at $31.25 on Thursday. The firm has a market cap of $679.69 million, a P/E ratio of 21.98 and a beta of 0.18. The firm has a fifty day moving average of $31.19 and a 200 day moving average of $30.59.
About Innovator Defined Wealth Shield ETF
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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