Innovator Defined Wealth Shield ETF $BALT Shares Acquired by CRA Financial Services LLC

CRA Financial Services LLC increased its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 21.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 389,414 shares of the company’s stock after buying an additional 67,802 shares during the quarter. Innovator Defined Wealth Shield ETF comprises approximately 1.7% of CRA Financial Services LLC’s investment portfolio, making the stock its 16th biggest holding. CRA Financial Services LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $12,781,000 at the end of the most recent reporting period.

Several other hedge funds have also recently made changes to their positions in BALT. Pachira Investments Inc. lifted its position in Innovator Defined Wealth Shield ETF by 1.3% during the 2nd quarter. Pachira Investments Inc. now owns 35,313 shares of the company’s stock worth $1,133,000 after acquiring an additional 467 shares during the period. O Connor Financial Group LLC increased its holdings in shares of Innovator Defined Wealth Shield ETF by 2.4% in the second quarter. O Connor Financial Group LLC now owns 20,110 shares of the company’s stock valued at $647,000 after purchasing an additional 478 shares during the period. Hazlett Burt & Watson Inc. raised its stake in shares of Innovator Defined Wealth Shield ETF by 69.3% in the second quarter. Hazlett Burt & Watson Inc. now owns 1,287 shares of the company’s stock worth $42,000 after purchasing an additional 527 shares during the last quarter. Signal Advisors Wealth LLC lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 9.6% during the third quarter. Signal Advisors Wealth LLC now owns 6,980 shares of the company’s stock worth $229,000 after purchasing an additional 610 shares during the period. Finally, Comprehensive Financial Consultants Institutional Inc. boosted its position in Innovator Defined Wealth Shield ETF by 0.7% in the second quarter. Comprehensive Financial Consultants Institutional Inc. now owns 88,028 shares of the company’s stock valued at $2,824,000 after buying an additional 619 shares during the last quarter.

Innovator Defined Wealth Shield ETF Trading Up 8.3%

Shares of BATS:BALT opened at $33.48 on Friday. Innovator Defined Wealth Shield ETF has a twelve month low of $29.35 and a twelve month high of $32.34. The company has a market cap of $1.55 billion, a PE ratio of 24.42 and a beta of 0.14. The company’s 50 day moving average is $33.11 and its 200 day moving average is $32.68.

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.