Vantage Financial Partners LLC Purchases 20,648 Shares of Innovator Defined Wealth Shield ETF $BALT

Vantage Financial Partners LLC boosted its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 53.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 59,564 shares of the company’s stock after buying an additional 20,648 shares during the quarter. Vantage Financial Partners LLC owned approximately 0.13% of Innovator Defined Wealth Shield ETF worth $1,996,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of the company. Reliant Wealth Planning boosted its holdings in Innovator Defined Wealth Shield ETF by 2,527.0% during the third quarter. Reliant Wealth Planning now owns 957,346 shares of the company’s stock valued at $31,420,000 after acquiring an additional 920,903 shares during the period. Raymond James Financial Inc. increased its stake in shares of Innovator Defined Wealth Shield ETF by 24.5% in the third quarter. Raymond James Financial Inc. now owns 2,104,517 shares of the company’s stock worth $69,070,000 after purchasing an additional 413,938 shares during the period. NewEdge Advisors LLC lifted its position in shares of Innovator Defined Wealth Shield ETF by 324.2% during the 3rd quarter. NewEdge Advisors LLC now owns 412,363 shares of the company’s stock worth $13,534,000 after purchasing an additional 315,155 shares during the last quarter. Kingsview Wealth Management LLC lifted its position in shares of Innovator Defined Wealth Shield ETF by 58.6% during the 3rd quarter. Kingsview Wealth Management LLC now owns 845,829 shares of the company’s stock worth $27,760,000 after purchasing an additional 312,476 shares during the last quarter. Finally, Foundations Investment Advisors LLC boosted its stake in Innovator Defined Wealth Shield ETF by 99.4% during the 3rd quarter. Foundations Investment Advisors LLC now owns 535,146 shares of the company’s stock valued at $17,563,000 after purchasing an additional 266,823 shares during the period.

Innovator Defined Wealth Shield ETF Stock Down 0.0%

BALT opened at $34.01 on Friday. The stock’s 50 day moving average price is $33.70 and its two-hundred day moving average price is $33.48. The firm has a market capitalization of $1.58 billion, a P/E ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 12-month low of $31.54 and a 12-month high of $34.07.

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.