Kure Advisory LLC Increases Holdings in Innovator Defined Wealth Shield ETF $BALT

Kure Advisory LLC lifted its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 3.7% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 768,852 shares of the company’s stock after acquiring an additional 27,536 shares during the quarter. Innovator Defined Wealth Shield ETF makes up about 12.4% of Kure Advisory LLC’s investment portfolio, making the stock its 3rd largest position. Kure Advisory LLC owned approximately 1.66% of Innovator Defined Wealth Shield ETF worth $26,871,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Dominguez Wealth Management Solutions Inc. boosted its holdings in Innovator Defined Wealth Shield ETF by 2.1% in the third quarter. Dominguez Wealth Management Solutions Inc. now owns 278,181 shares of the company’s stock valued at $9,722,000 after acquiring an additional 5,617 shares during the last quarter. Worth Asset Management LLC lifted its position in Innovator Defined Wealth Shield ETF by 8.5% during the 3rd quarter. Worth Asset Management LLC now owns 17,729 shares of the company’s stock valued at $620,000 after purchasing an additional 1,393 shares during the period. FC Advisory LLC lifted its position in Innovator Defined Wealth Shield ETF by 9.2% during the 3rd quarter. FC Advisory LLC now owns 6,757 shares of the company’s stock valued at $236,000 after purchasing an additional 570 shares during the period. Capital Analysts LLC boosted its stake in shares of Innovator Defined Wealth Shield ETF by 11.4% in the 2nd quarter. Capital Analysts LLC now owns 48,331 shares of the company’s stock valued at $1,656,000 after purchasing an additional 4,937 shares during the last quarter. Finally, Integrated Wealth Concepts LLC bought a new position in shares of Innovator Defined Wealth Shield ETF in the 2nd quarter valued at about $286,000.

Innovator Defined Wealth Shield ETF Trading Down 0.1%

Shares of BATS:BALT traded down $0.02 during trading on Thursday, hitting $35.05. 576,454 shares of the company’s stock were exchanged, compared to its average volume of 502,097. The firm has a market cap of $1.63 billion, a P/E ratio of 24.42 and a beta of 0.14. The firm has a 50-day moving average price of $34.77 and a two-hundred day moving average price of $34.30. Innovator Defined Wealth Shield ETF has a 1-year low of $32.69 and a 1-year high of $35.15.

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.