Allworth Financial LP Increases Holdings in Innovator Defined Wealth Shield ETF $BALT

Allworth Financial LP increased its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 31.7% during the second quarter, HoldingsChannel.com reports. The fund owned 33,851 shares of the company’s stock after acquiring an additional 8,146 shares during the quarter. Allworth Financial LP’s holdings in Innovator Defined Wealth Shield ETF were worth $1,086,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Wealthquest Corp boosted its position in Innovator Defined Wealth Shield ETF by 11.8% during the first quarter. Wealthquest Corp now owns 3,442,846 shares of the company’s stock worth $108,037,000 after purchasing an additional 362,959 shares in the last quarter. Raymond James Financial Inc. raised its stake in shares of Innovator Defined Wealth Shield ETF by 131.6% during the 1st quarter. Raymond James Financial Inc. now owns 1,840,764 shares of the company’s stock worth $57,763,000 after buying an additional 1,046,019 shares during the last quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors raised its stake in shares of Innovator Defined Wealth Shield ETF by 3.6% during the 2nd quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 821,790 shares of the company’s stock worth $26,363,000 after buying an additional 28,224 shares during the last quarter. Crown Wealth Group LLC boosted its position in shares of Innovator Defined Wealth Shield ETF by 7.3% in the 2nd quarter. Crown Wealth Group LLC now owns 764,336 shares of the company’s stock worth $24,520,000 after buying an additional 52,007 shares in the last quarter. Finally, Kure Advisory LLC grew its stake in Innovator Defined Wealth Shield ETF by 20.9% in the 2nd quarter. Kure Advisory LLC now owns 705,499 shares of the company’s stock valued at $22,632,000 after acquiring an additional 121,919 shares during the last quarter.

Innovator Defined Wealth Shield ETF Trading Up 6.7%

BATS:BALT opened at $33.00 on Friday. The company has a market capitalization of $1.53 billion, a P/E ratio of 24.42 and a beta of 0.14. The firm has a 50-day moving average price of $32.87 and a two-hundred day moving average price of $32.38. Innovator Defined Wealth Shield ETF has a twelve month low of $29.35 and a twelve month high of $32.34.

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.