Innovator Defined Wealth Shield ETF $BALT Stock Holdings Raised by Signature Estate & Investment Advisors LLC

Signature Estate & Investment Advisors LLC raised its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 12.0% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 61,398 shares of the company’s stock after buying an additional 6,601 shares during the quarter. Signature Estate & Investment Advisors LLC owned about 0.13% of Innovator Defined Wealth Shield ETF worth $1,970,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in the company. Raymond James Financial Inc. lifted its stake in Innovator Defined Wealth Shield ETF by 131.6% during the first quarter. Raymond James Financial Inc. now owns 1,840,764 shares of the company’s stock worth $57,763,000 after purchasing an additional 1,046,019 shares during the last quarter. Clear Creek Financial Management LLC lifted its position in shares of Innovator Defined Wealth Shield ETF by 5,521.0% in the 2nd quarter. Clear Creek Financial Management LLC now owns 588,185 shares of the company’s stock worth $18,869,000 after buying an additional 577,721 shares during the last quarter. Arlington Capital Management Inc. acquired a new position in shares of Innovator Defined Wealth Shield ETF in the 1st quarter valued at about $14,847,000. Consolidated Planning Corp bought a new stake in shares of Innovator Defined Wealth Shield ETF during the 2nd quarter valued at about $11,781,000. Finally, Wealthquest Corp raised its stake in Innovator Defined Wealth Shield ETF by 11.8% during the first quarter. Wealthquest Corp now owns 3,442,846 shares of the company’s stock worth $108,037,000 after acquiring an additional 362,959 shares during the period.

Innovator Defined Wealth Shield ETF Trading Up 6.2%

Shares of BATS BALT opened at $32.83 on Friday. Innovator Defined Wealth Shield ETF has a 12-month low of $29.35 and a 12-month high of $32.34. The company has a market cap of $1.52 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. The stock’s 50 day simple moving average is $32.68 and its 200 day simple moving average is $32.10.

About Innovator Defined Wealth Shield ETF

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.