Harbour Investments Inc. Raises Position in Innovator Defined Wealth Shield ETF (BATS:BALT)

Harbour Investments Inc. lifted its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 13.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 133,448 shares of the company’s stock after buying an additional 15,736 shares during the period. Harbour Investments Inc. owned about 0.61% of Innovator Defined Wealth Shield ETF worth $4,114,000 at the end of the most recent quarter.

Several other institutional investors have also bought and sold shares of the stock. Wealthquest Corp grew its stake in shares of Innovator Defined Wealth Shield ETF by 345.6% in the 1st quarter. Wealthquest Corp now owns 1,405,898 shares of the company’s stock worth $41,137,000 after acquiring an additional 1,090,404 shares in the last quarter. Commonwealth Equity Services LLC grew its position in Innovator Defined Wealth Shield ETF by 75.9% in the 3rd quarter. Commonwealth Equity Services LLC now owns 1,061,399 shares of the company’s stock worth $32,723,000 after purchasing an additional 457,963 shares in the last quarter. Cetera Investment Advisers increased its stake in Innovator Defined Wealth Shield ETF by 140.3% in the 1st quarter. Cetera Investment Advisers now owns 666,953 shares of the company’s stock valued at $19,515,000 after buying an additional 389,377 shares during the last quarter. Sunbelt Securities Inc. lifted its position in shares of Innovator Defined Wealth Shield ETF by 1.3% during the 2nd quarter. Sunbelt Securities Inc. now owns 381,928 shares of the company’s stock worth $11,469,000 after buying an additional 5,004 shares in the last quarter. Finally, CRA Financial Services LLC boosted its stake in shares of Innovator Defined Wealth Shield ETF by 9.3% in the 3rd quarter. CRA Financial Services LLC now owns 236,092 shares of the company’s stock worth $7,279,000 after buying an additional 20,165 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

BALT stock opened at $31.22 on Wednesday. The company has a market capitalization of $679.04 million, a price-to-earnings ratio of 21.98 and a beta of 0.18. The firm has a 50-day simple moving average of $30.82 and a 200 day simple moving average of $30.23.

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.