Innovator Defined Wealth Shield ETF $BALT Shares Purchased by Sigma Planning Corp

Sigma Planning Corp raised its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 56.4% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 303,152 shares of the company’s stock after purchasing an additional 109,374 shares during the period. Sigma Planning Corp’s holdings in Innovator Defined Wealth Shield ETF were worth $9,725,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Pachira Investments Inc. lifted its position in shares of Innovator Defined Wealth Shield ETF by 1.3% in the 2nd quarter. Pachira Investments Inc. now owns 35,313 shares of the company’s stock worth $1,133,000 after buying an additional 467 shares during the last quarter. O Connor Financial Group LLC raised its stake in Innovator Defined Wealth Shield ETF by 2.4% during the second quarter. O Connor Financial Group LLC now owns 20,110 shares of the company’s stock worth $647,000 after acquiring an additional 478 shares during the period. Hazlett Burt & Watson Inc. lifted its holdings in Innovator Defined Wealth Shield ETF by 69.3% in the second quarter. Hazlett Burt & Watson Inc. now owns 1,287 shares of the company’s stock worth $42,000 after acquiring an additional 527 shares during the last quarter. Comprehensive Financial Consultants Institutional Inc. boosted its stake in Innovator Defined Wealth Shield ETF by 0.7% in the second quarter. Comprehensive Financial Consultants Institutional Inc. now owns 88,028 shares of the company’s stock valued at $2,824,000 after acquiring an additional 619 shares during the period. Finally, PCA Investment Advisory Services Inc. boosted its stake in Innovator Defined Wealth Shield ETF by 8.5% in the first quarter. PCA Investment Advisory Services Inc. now owns 12,800 shares of the company’s stock valued at $402,000 after acquiring an additional 1,000 shares during the period.

Innovator Defined Wealth Shield ETF Trading Up 6.8%

Shares of Innovator Defined Wealth Shield ETF stock opened at $33.04 on Monday. The business’s 50 day simple moving average is $32.78 and its 200-day simple moving average is $32.27. The stock 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 has a twelve month low of $29.35 and a twelve month high of $32.34.

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.