Concourse Financial Group Securities Inc. Buys 1,527 Shares of Innovator Defined Wealth Shield ETF (BATS:BALT)

Concourse Financial Group Securities Inc. raised its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 19.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 9,489 shares of the company’s stock after acquiring an additional 1,527 shares during the period. Concourse Financial Group Securities Inc.’s holdings in Innovator Defined Wealth Shield ETF were worth $301,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in BALT. Wells Fargo & Company MN purchased a new stake in shares of Innovator Defined Wealth Shield ETF in the fourth quarter worth about $26,000. Focus Financial Network Inc. raised its position in Innovator Defined Wealth Shield ETF by 3.7% during the fourth quarter. Focus Financial Network Inc. now owns 25,015 shares of the company’s stock worth $786,000 after acquiring an additional 890 shares during the period. Rovin Capital UT ADV lifted its stake in Innovator Defined Wealth Shield ETF by 1.5% in the 4th quarter. Rovin Capital UT ADV now owns 71,565 shares of the company’s stock valued at $2,248,000 after buying an additional 1,051 shares in the last quarter. Dominguez Wealth Management Solutions Inc. lifted its position in shares of Innovator Defined Wealth Shield ETF by 0.5% in the fourth quarter. Dominguez Wealth Management Solutions Inc. now owns 203,314 shares of the company’s stock valued at $6,388,000 after acquiring an additional 1,088 shares in the last quarter. Finally, BCS Wealth Management boosted its stake in Innovator Defined Wealth Shield ETF by 2.6% during the 4th quarter. BCS Wealth Management now owns 43,233 shares of the company’s stock worth $1,358,000 after purchasing an additional 1,103 shares during the last quarter.

Innovator Defined Wealth Shield ETF Trading Up 0.5 %

Innovator Defined Wealth Shield ETF stock opened at $31.09 on Wednesday. The company has a 50-day moving average price of $31.33 and a 200 day moving average price of $31.34. Innovator Defined Wealth Shield ETF has a 12-month low of $29.00 and a 12-month high of $31.99. The stock has a market cap of $1.35 billion, a P/E ratio of 24.56 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.