Claro Advisors LLC increased its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 8.0% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 29,795 shares of the company’s stock after buying an additional 2,195 shares during the period. Claro Advisors LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $956,000 at the end of the most recent reporting period.
Several other large investors have also modified their holdings of BALT. Code Waechter LLC boosted its position in shares of Innovator Defined Wealth Shield ETF by 10.2% in the second quarter. Code Waechter LLC now owns 93,416 shares of the company’s stock valued at $2,997,000 after acquiring an additional 8,670 shares during the period. Sigma Planning Corp boosted its position in shares of Innovator Defined Wealth Shield ETF by 56.4% in the second quarter. Sigma Planning Corp now owns 303,152 shares of the company’s stock valued at $9,725,000 after acquiring an additional 109,374 shares during the period. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors boosted its position in shares of Innovator Defined Wealth Shield ETF by 3.6% in the second quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 821,790 shares of the company’s stock valued at $26,363,000 after acquiring an additional 28,224 shares during the period. NBZ Investment Advisors LLC boosted its position in shares of Innovator Defined Wealth Shield ETF by 2.3% in the second quarter. NBZ Investment Advisors LLC now owns 417,280 shares of the company’s stock valued at $13,386,000 after acquiring an additional 9,349 shares during the period. Finally, 4J Wealth Management LLC boosted its position in shares of Innovator Defined Wealth Shield ETF by 135.0% in the second quarter. 4J Wealth Management LLC now owns 154,128 shares of the company’s stock valued at $4,944,000 after acquiring an additional 88,531 shares during the period.
Innovator Defined Wealth Shield ETF Trading Up 6.7%
BALT opened at $32.99 on Wednesday. Innovator Defined Wealth Shield ETF has a 1-year low of $29.35 and a 1-year high of $32.34. The stock has a market capitalization of $1.53 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. The business has a 50 day moving average of $32.80 and a 200-day moving average of $32.29.
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.
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