Innovator Defined Wealth Shield ETF $BALT is Clear Creek Financial Management LLC’s 8th Largest Position

Clear Creek Financial Management LLC raised its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 5,521.0% in the second quarter, Holdings Channel reports. The institutional investor owned 588,185 shares of the company’s stock after purchasing an additional 577,721 shares during the period. Innovator Defined Wealth Shield ETF accounts for about 1.8% of Clear Creek Financial Management LLC’s portfolio, making the stock its 8th largest position. Clear Creek Financial Management LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $18,869,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Pachira Investments Inc. increased its holdings in Innovator Defined Wealth Shield ETF by 1.3% in the second quarter. Pachira Investments Inc. now owns 35,313 shares of the company’s stock valued at $1,133,000 after buying an additional 467 shares in the last quarter. O Connor Financial Group LLC increased its holdings in 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 buying an additional 478 shares in the last quarter. Comprehensive Financial Consultants Institutional Inc. increased its holdings 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 in the last quarter. PCA Investment Advisory Services Inc. increased its holdings in Innovator Defined Wealth Shield ETF by 8.5% in the first quarter. PCA Investment Advisory Services Inc. now owns 12,800 shares of the company’s stock valued at $402,000 after buying an additional 1,000 shares in the last quarter. Finally, First Heartland Consultants Inc. grew its position in shares of Innovator Defined Wealth Shield ETF by 4.7% in the first quarter. First Heartland Consultants Inc. now owns 23,116 shares of the company’s stock valued at $725,000 after purchasing an additional 1,033 shares during the period.

Innovator Defined Wealth Shield ETF Stock Up 6.3%

Shares of BATS BALT opened at $32.88 on Thursday. The company’s 50-day simple moving average is $32.62 and its 200-day simple moving average is $32.02. Innovator Defined Wealth Shield ETF has a 52-week low of $29.35 and a 52-week high of $32.34. The firm has a market cap of $1.53 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14.

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.