38,626 Shares in Innovator Defined Wealth Shield ETF $BALT Acquired by Krilogy Financial LLC

Krilogy Financial LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) in the 3rd quarter, Holdings Channel.com reports. The institutional investor bought 38,626 shares of the company’s stock, valued at approximately $1,354,000.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Wealthquest Corp lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 36.9% in the 1st quarter. Wealthquest Corp now owns 3,233,718 shares of the company’s stock worth $108,216,000 after purchasing an additional 871,138 shares during the last quarter. Lee Johnson Capital Management LLC grew its stake in Innovator Defined Wealth Shield ETF by 70.7% during the 1st quarter. Lee Johnson Capital Management LLC now owns 1,402,959 shares of the company’s stock worth $46,950,000 after buying an additional 580,979 shares during the last quarter. Personal CFO Solutions LLC bought a new position in Innovator Defined Wealth Shield ETF during the 1st quarter worth $18,415,000. Axxcess Wealth Management LLC grew its stake in Innovator Defined Wealth Shield ETF by 157.8% during the 1st quarter. Axxcess Wealth Management LLC now owns 448,298 shares of the company’s stock worth $15,002,000 after buying an additional 274,425 shares during the last quarter. Finally, ATX Financial Planning LLC bought a new position in Innovator Defined Wealth Shield ETF during the 4th quarter worth $9,095,000.

Innovator Defined Wealth Shield ETF Price Performance

Shares of BATS BALT opened at $35.06 on Friday. Innovator Defined Wealth Shield ETF has a 1-year low of $32.73 and a 1-year high of $35.15. The business’s fifty day moving average price is $34.83 and its two-hundred day moving average price is $34.37. The firm has a market capitalization of $1.63 billion, a PE ratio of 24.42 and a beta of 0.14.

Innovator Defined Wealth Shield ETF 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.