Carter Financial Group INC. Buys Shares of 241,453 Innovator Defined Wealth Shield ETF $BALT

Carter Financial Group INC. purchased a new position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 241,453 shares of the company’s stock, valued at approximately $8,275,000. Innovator Defined Wealth Shield ETF comprises 4.4% of Carter Financial Group INC.’s investment portfolio, making the stock its 5th biggest holding. Carter Financial Group INC. owned about 0.52% of Innovator Defined Wealth Shield ETF as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Sound Income Strategies LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF during the first quarter worth $28,000. Motiv8 Investments LLC acquired a new position in Innovator Defined Wealth Shield ETF in the fourth quarter valued at $44,000. Waverly Advisors LLC acquired a new position in Innovator Defined Wealth Shield ETF in the first quarter valued at $68,000. Noble Wealth Management PBC boosted its position in Innovator Defined Wealth Shield ETF by 18.4% during the second quarter. Noble Wealth Management PBC now owns 2,250 shares of the company’s stock valued at $77,000 after acquiring an additional 350 shares during the last quarter. Finally, Continuum Advisory LLC bought a new stake in Innovator Defined Wealth Shield ETF during the second quarter valued at $179,000.

Innovator Defined Wealth Shield ETF Trading Up 0.1%

Shares of Innovator Defined Wealth Shield ETF stock opened at $34.74 on Thursday. The business has a 50-day moving average price of $34.50 and a two-hundred day moving average price of $34.09. Innovator Defined Wealth Shield ETF has a 1-year low of $32.53 and a 1-year high of $34.81. The company has a market cap of $1.61 billion, a P/E ratio of 24.42 and a beta of 0.14.

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.