Integral Investment Advisors Inc. Raises Stake in Innovator Defined Wealth Shield ETF $BALT

Integral Investment Advisors Inc. grew its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 65.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 86,900 shares of the company’s stock after purchasing an additional 34,475 shares during the quarter. Integral Investment Advisors Inc. owned approximately 0.19% of Innovator Defined Wealth Shield ETF worth $2,978,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also modified their holdings of the company. JPMorgan Chase & Co. increased its stake in Innovator Defined Wealth Shield ETF by 46,021.3% in the 4th quarter. JPMorgan Chase & Co. now owns 4,025,929 shares of the company’s stock worth $134,909,000 after buying an additional 4,017,200 shares in the last quarter. Wealthquest Corp grew its position in shares of Innovator Defined Wealth Shield ETF by 36.9% during the first quarter. Wealthquest Corp now owns 3,233,718 shares of the company’s stock worth $108,216,000 after purchasing an additional 871,138 shares in the last quarter. Osaic Holdings Inc. grew its position in shares of Innovator Defined Wealth Shield ETF by 4.8% during the fourth quarter. Osaic Holdings Inc. now owns 2,441,139 shares of the company’s stock worth $81,802,000 after purchasing an additional 111,344 shares in the last quarter. Raymond James Financial Inc. raised its stake in Innovator Defined Wealth Shield ETF by 24.5% during the 3rd quarter. Raymond James Financial Inc. now owns 2,104,517 shares of the company’s stock valued at $69,070,000 after purchasing an additional 413,938 shares during the period. Finally, Cetera Investment Advisers raised its stake in Innovator Defined Wealth Shield ETF by 4.1% during the 1st quarter. Cetera Investment Advisers now owns 1,592,364 shares of the company’s stock valued at $53,288,000 after purchasing an additional 63,395 shares during the period.

Innovator Defined Wealth Shield ETF Trading Up 0.0%

BATS BALT opened at $34.64 on Thursday. The stock’s 50 day moving average is $34.30 and its 200 day moving average is $33.95. Innovator Defined Wealth Shield ETF has a 12 month low of $32.33 and a 12 month high of $34.73. The stock has a market cap of $1.61 billion, a PE ratio of 24.42 and a beta of 0.14.

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.