Compass Advisory Group LLC Buys 59,150 Shares of Innovator Defined Wealth Shield ETF $BALT

Compass Advisory Group LLC lifted its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 8.5% in the third quarter, Holdings Channel.com reports. The institutional investor owned 753,513 shares of the company’s stock after purchasing an additional 59,150 shares during the period. Innovator Defined Wealth Shield ETF makes up about 6.9% of Compass Advisory Group LLC’s holdings, making the stock its 3rd largest holding. Compass Advisory Group LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $24,730,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Geneos Wealth Management Inc. acquired a new position in Innovator Defined Wealth Shield ETF in the 3rd quarter valued at $90,000. Alaska Permanent Capital Management LLC bought a new stake in Innovator Defined Wealth Shield ETF during the second quarter valued at about $167,000. NWF Advisory Services Inc. acquired a new stake in shares of Innovator Defined Wealth Shield ETF in the third quarter valued at about $201,000. Optima Capital LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF in the third quarter valued at about $207,000. Finally, Acorn Wealth Advisors LLC bought a new position in shares of Innovator Defined Wealth Shield ETF in the third quarter worth about $216,000.

Innovator Defined Wealth Shield ETF Stock Performance

BATS BALT opened at $33.65 on Friday. The stock has a market capitalization of $1.56 billion, a PE ratio of 24.42 and a beta of 0.14. The stock has a 50-day simple moving average of $33.54 and a 200 day simple moving average of $33.04. Innovator Defined Wealth Shield ETF has a twelve month low of $30.07 and a twelve month high of $33.81.

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.