Innovator Defined Wealth Shield ETF $BALT Shares Purchased by Comprehensive Financial Consultants Institutional Inc.

Comprehensive Financial Consultants Institutional Inc. boosted its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 0.7% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 88,028 shares of the company’s stock after acquiring an additional 619 shares during the period. Comprehensive Financial Consultants Institutional Inc. owned about 0.19% of Innovator Defined Wealth Shield ETF worth $2,824,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Bison Wealth LLC grew its holdings in Innovator Defined Wealth Shield ETF by 73.5% in the fourth quarter. Bison Wealth LLC now owns 41,232 shares of the company’s stock valued at $1,296,000 after purchasing an additional 17,464 shares during the period. NBC Securities Inc. purchased a new position in shares of Innovator Defined Wealth Shield ETF in the first quarter valued at $234,000. Signal Advisors Wealth LLC boosted its stake in shares of Innovator Defined Wealth Shield ETF by 17.2% in the first quarter. Signal Advisors Wealth LLC now owns 8,770 shares of the company’s stock valued at $275,000 after purchasing an additional 1,290 shares during the period. BCS Wealth Management boosted its stake in Innovator Defined Wealth Shield ETF by 5.3% during the 1st quarter. BCS Wealth Management now owns 45,526 shares of the company’s stock valued at $1,429,000 after acquiring an additional 2,293 shares during the last quarter. Finally, Financial Designs Corp boosted its stake in Innovator Defined Wealth Shield ETF by 2.7% during the 1st quarter. Financial Designs Corp now owns 182,581 shares of the company’s stock valued at $5,729,000 after acquiring an additional 4,765 shares during the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

BATS BALT opened at $32.84 on Monday. The company’s fifty day moving average price is $32.59 and its two-hundred day moving average price is $32.00. Innovator Defined Wealth Shield ETF has a 12 month low of $29.35 and a 12 month high of $32.34. The company has a market capitalization 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.