Innovator Defined Wealth Shield ETF $BALT Shares Acquired by Centaurus Financial Inc.

Centaurus Financial Inc. increased its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 9.9% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 460,547 shares of the company’s stock after purchasing an additional 41,511 shares during the quarter. Innovator Defined Wealth Shield ETF accounts for 0.9% of Centaurus Financial Inc.’s investment portfolio, making the stock its 23rd biggest holding. Centaurus Financial Inc. owned approximately 0.99% of Innovator Defined Wealth Shield ETF worth $14,774,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of the company. Orion Porfolio Solutions LLC raised its stake in shares of Innovator Defined Wealth Shield ETF by 42.0% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 841,791 shares of the company’s stock worth $27,005,000 after buying an additional 248,809 shares during the last quarter. Advisory Services Network LLC acquired a new position in Innovator Defined Wealth Shield ETF during the second quarter worth about $651,000. Nikulski Financial Inc. raised its position in Innovator Defined Wealth Shield ETF by 10.3% during the second quarter. Nikulski Financial Inc. now owns 7,700 shares of the company’s stock worth $247,000 after acquiring an additional 720 shares during the last quarter. Visionary Wealth Advisors lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 13.2% in the second quarter. Visionary Wealth Advisors now owns 165,193 shares of the company’s stock valued at $5,299,000 after purchasing an additional 19,297 shares in the last quarter. Finally, Modern Wealth Management LLC grew its position in shares of Innovator Defined Wealth Shield ETF by 42.1% in the second quarter. Modern Wealth Management LLC now owns 9,224 shares of the company’s stock valued at $296,000 after purchasing an additional 2,732 shares during the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

Shares of BALT opened at $33.20 on Friday. 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 cap of $1.54 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. The firm has a 50 day simple moving average of $33.01 and a 200-day simple moving average of $32.59.

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.