Hazlett Burt & Watson Inc. Purchases 527 Shares of Innovator Defined Wealth Shield ETF $BALT

Hazlett Burt & Watson Inc. lifted its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 69.3% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,287 shares of the company’s stock after purchasing an additional 527 shares during the period. Hazlett Burt & Watson Inc.’s holdings in Innovator Defined Wealth Shield ETF were worth $42,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently made changes to their positions in the company. CWM LLC increased its stake in shares of Innovator Defined Wealth Shield ETF by 45.1% during the second quarter. CWM LLC now owns 672,379 shares of the company’s stock worth $21,570,000 after purchasing an additional 208,932 shares during the period. Concurrent Investment Advisors LLC bought a new position in shares of Innovator Defined Wealth Shield ETF during the second quarter worth approximately $362,000. Vantage Point Financial LLC bought a new position in shares of Innovator Defined Wealth Shield ETF during the second quarter worth approximately $342,000. IFP Advisors Inc increased its stake in shares of Innovator Defined Wealth Shield ETF by 137.4% during the second quarter. IFP Advisors Inc now owns 7,710 shares of the company’s stock worth $247,000 after purchasing an additional 4,463 shares during the period. Finally, Clear Creek Financial Management LLC increased its stake in shares of Innovator Defined Wealth Shield ETF by 5,521.0% during the second quarter. Clear Creek Financial Management LLC now owns 588,185 shares of the company’s stock worth $18,869,000 after purchasing an additional 577,721 shares during the period.

Innovator Defined Wealth Shield ETF Trading Up 6.1%

Shares of BATS BALT opened at $32.81 on Tuesday. The firm has a market cap of $1.52 billion, a P/E ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 1-year low of $29.35 and a 1-year high of $32.34. The business’s 50 day moving average is $32.65 and its 200-day moving average is $32.06.

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.