Innovator Defined Wealth Shield ETF $BALT Stock: Crown Wealth Group LLC Raises Holdings

Crown Wealth Group LLC boosted its stake in Innovator Defined Wealth Shield ETF (BATS:BALT) by 9.0% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,066,604 shares of the company’s stock after buying an additional 87,734 shares during the quarter. Innovator Defined Wealth Shield ETF makes up about 9.3% of Crown Wealth Group LLC’s holdings, making the stock its 3rd biggest position. Crown Wealth Group LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $37,278,000 as of its most recent filing with the SEC.

A number of other large investors have also recently bought and sold shares of BALT. Wealthquest Corp grew its holdings in Innovator Defined Wealth Shield ETF by 36.9% during the 1st quarter. Wealthquest Corp now owns 3,233,718 shares of the company’s stock valued at $108,216,000 after buying an additional 871,138 shares during the last quarter. Cetera Investment Advisers lifted its position in shares of Innovator Defined Wealth Shield ETF by 4.1% in the first quarter. Cetera Investment Advisers now owns 1,592,364 shares of the company’s stock valued at $53,288,000 after acquiring an additional 63,395 shares in the last quarter. Lee Johnson Capital Management LLC lifted its position in shares of Innovator Defined Wealth Shield ETF by 70.7% in the first quarter. Lee Johnson Capital Management LLC now owns 1,402,959 shares of the company’s stock valued at $46,950,000 after acquiring an additional 580,979 shares in the last quarter. Reliant Wealth Planning lifted its position in shares of Innovator Defined Wealth Shield ETF by 2.9% in the first quarter. Reliant Wealth Planning now owns 1,005,348 shares of the company’s stock valued at $33,644,000 after acquiring an additional 28,171 shares in the last quarter. Finally, Compass Advisory Group LLC lifted its position in shares of Innovator Defined Wealth Shield ETF by 6.5% in the first quarter. Compass Advisory Group LLC now owns 859,423 shares of the company’s stock valued at $28,761,000 after acquiring an additional 52,615 shares in the last quarter.

Innovator Defined Wealth Shield ETF Stock Up 0.1%

Shares of BALT traded up $0.05 during trading hours on Monday, reaching $35.02. 706,241 shares of the company traded hands, compared to its average volume of 505,640. The stock has a market capitalization of $1.63 billion, a PE ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a fifty-two week low of $32.79 and a fifty-two week high of $35.15. The stock has a fifty day simple moving average of $34.84 and a 200 day simple moving average of $34.38.

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.