Integrity Advisory Solutions LLC Invests $3.40 Million in Innovator Defined Wealth Shield ETF $BALT

Integrity Advisory Solutions LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 103,714 shares of the company’s stock, valued at approximately $3,404,000.

Several other large investors have also recently added to or reduced their stakes in BALT. AE Wealth Management LLC increased its stake in Innovator Defined Wealth Shield ETF by 9.4% during the third quarter. AE Wealth Management LLC now owns 540,794 shares of the company’s stock valued at $17,749,000 after purchasing an additional 46,427 shares during the last quarter. Archer Investment Corp acquired a new position in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter valued at about $4,667,000. Atria Investments Inc bought a new stake in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter valued at about $2,164,000. CRA Financial Services LLC grew its position in shares of Innovator Defined Wealth Shield ETF by 21.1% during the 3rd quarter. CRA Financial Services LLC now owns 389,414 shares of the company’s stock valued at $12,781,000 after buying an additional 67,802 shares during the last quarter. Finally, Wealthcare Advisory Partners LLC raised its stake in Innovator Defined Wealth Shield ETF by 5.3% during the third quarter. Wealthcare Advisory Partners LLC now owns 491,952 shares of the company’s stock worth $16,146,000 after acquiring an additional 24,637 shares during the period.

Innovator Defined Wealth Shield ETF Stock Down 0.1%

Shares of BATS BALT opened at $33.72 on Friday. The firm’s 50-day moving average price is $33.66 and its two-hundred day moving average price is $33.17. Innovator Defined Wealth Shield ETF has a 52-week low of $30.07 and a 52-week high of $33.84. The stock has a market capitalization of $1.57 billion, a P/E 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.