Compass Advisory Group LLC Purchases 52,615 Shares of Innovator Defined Wealth Shield ETF $BALT

Compass Advisory Group LLC increased its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 6.5% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 859,423 shares of the company’s stock after buying an additional 52,615 shares during the quarter. Innovator Defined Wealth Shield ETF accounts for approximately 7.7% of Compass Advisory Group LLC’s investment portfolio, making the stock its 2nd largest position. Compass Advisory Group LLC owned approximately 1.85% of Innovator Defined Wealth Shield ETF worth $28,761,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in BALT. Integrity Advisory Solutions LLC acquired a new position in Innovator Defined Wealth Shield ETF in the 3rd quarter valued at approximately $3,404,000. Galvin Gaustad & Stein LLC bought a new position in shares of Innovator Defined Wealth Shield ETF during the fourth quarter valued at $659,000. AE Wealth Management LLC raised its stake in shares of Innovator Defined Wealth Shield ETF by 27.3% during the fourth quarter. AE Wealth Management LLC now owns 688,541 shares of the company’s stock valued at $23,073,000 after acquiring an additional 147,747 shares during the last quarter. BCS Wealth Management lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 78.6% during the fourth quarter. BCS Wealth Management now owns 63,887 shares of the company’s stock worth $2,141,000 after purchasing an additional 28,107 shares during the period. Finally, Farther Finance Advisors LLC lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 16.9% during the fourth quarter. Farther Finance Advisors LLC now owns 211,740 shares of the company’s stock worth $7,095,000 after purchasing an additional 30,644 shares during the period.

Innovator Defined Wealth Shield ETF Price Performance

Shares of Innovator Defined Wealth Shield ETF stock opened at $34.24 on Friday. Innovator Defined Wealth Shield ETF has a twelve month low of $32.04 and a twelve month high of $34.26. The stock has a market cap of $1.59 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. The company’s fifty day moving average is $34.08 and its 200 day moving average is $33.75.

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.