Consolidated Planning Corp Buys Shares of 367,244 Innovator Defined Wealth Shield ETF $BALT

Consolidated Planning Corp bought a new position in Innovator Defined Wealth Shield ETF (BATS:BALT) in the second quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 367,244 shares of the company’s stock, valued at approximately $11,781,000. Innovator Defined Wealth Shield ETF comprises approximately 1.5% of Consolidated Planning Corp’s holdings, making the stock its 15th biggest holding. Consolidated Planning Corp owned 0.79% of Innovator Defined Wealth Shield ETF as of its most recent filing with the SEC.

A number of other hedge funds also recently bought and sold shares of the company. Pachira Investments Inc. lifted its position in Innovator Defined Wealth Shield ETF by 1.3% in the 2nd quarter. Pachira Investments Inc. now owns 35,313 shares of the company’s stock worth $1,133,000 after buying an additional 467 shares during the last quarter. O Connor Financial Group LLC lifted its position in Innovator Defined Wealth Shield ETF by 2.4% in the 2nd quarter. O Connor Financial Group LLC now owns 20,110 shares of the company’s stock worth $647,000 after buying an additional 478 shares during the last quarter. PCA Investment Advisory Services Inc. lifted its position in Innovator Defined Wealth Shield ETF by 8.5% in the 1st quarter. PCA Investment Advisory Services Inc. now owns 12,800 shares of the company’s stock worth $402,000 after buying an additional 1,000 shares during the last quarter. First Heartland Consultants Inc. lifted its position in Innovator Defined Wealth Shield ETF by 4.7% in the 1st quarter. First Heartland Consultants Inc. now owns 23,116 shares of the company’s stock worth $725,000 after buying an additional 1,033 shares during the last quarter. Finally, Signal Advisors Wealth LLC lifted its position in Innovator Defined Wealth Shield ETF by 17.2% in the 1st quarter. Signal Advisors Wealth LLC now owns 8,770 shares of the company’s stock worth $275,000 after buying an additional 1,290 shares during the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

BATS:BALT opened at $32.84 on Thursday. Innovator Defined Wealth Shield ETF has a 1-year low of $29.35 and a 1-year high of $32.34. The business has a 50 day moving average of $32.57 and a 200 day moving average of $31.97. The company has a market capitalization of $1.53 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14.

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.