Continuum Advisory LLC Increases Stake in Innovator Defined Wealth Shield ETF (BATS:BALT)

Continuum Advisory LLC boosted its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 57.5% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 8,179 shares of the company’s stock after buying an additional 2,985 shares during the quarter. Continuum Advisory LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $255,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in BALT. Wealth Enhancement Advisory Services LLC raised its stake in shares of Innovator Defined Wealth Shield ETF by 16.1% in the second quarter. Wealth Enhancement Advisory Services LLC now owns 21,596 shares of the company’s stock valued at $649,000 after acquiring an additional 2,997 shares in the last quarter. Comprehensive Financial Consultants Institutional Inc. raised its position in Innovator Defined Wealth Shield ETF by 172.8% in the 2nd quarter. Comprehensive Financial Consultants Institutional Inc. now owns 60,208 shares of the company’s stock valued at $1,808,000 after purchasing an additional 38,137 shares in the last quarter. Triad Wealth Partners LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF in the 2nd quarter valued at about $65,000. Raymond James & Associates grew its position in shares of Innovator Defined Wealth Shield ETF by 23.5% during the second quarter. Raymond James & Associates now owns 125,426 shares of the company’s stock worth $3,767,000 after buying an additional 23,898 shares in the last quarter. Finally, Focus Financial Network Inc. purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the second quarter worth approximately $477,000.

Innovator Defined Wealth Shield ETF Stock Down 0.0 %

BATS BALT opened at $31.44 on Wednesday. The business’s 50 day moving average price is $31.11 and its 200 day moving average price is $30.51. The firm has a market cap of $683.71 million, a PE ratio of 21.98 and a beta of 0.18.

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.