Innovator Defined Wealth Shield ETF $BALT is Kure Advisory LLC’s 3rd Largest Position

Kure Advisory LLC raised its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 4.0% during the third quarter, Holdings Channel.com reports. The fund owned 734,071 shares of the company’s stock after buying an additional 28,572 shares during the period. Innovator Defined Wealth Shield ETF accounts for approximately 14.9% of Kure Advisory LLC’s portfolio, making the stock its 3rd largest position. Kure Advisory LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $24,092,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently made changes to their positions in the company. Bison Wealth LLC grew its position in shares of Innovator Defined Wealth Shield ETF by 73.5% during the fourth quarter. Bison Wealth LLC now owns 41,232 shares of the company’s stock worth $1,296,000 after purchasing an additional 17,464 shares in the last quarter. HighTower Advisors LLC lifted its holdings in Innovator Defined Wealth Shield ETF by 13.8% in the 1st quarter. HighTower Advisors LLC now owns 40,417 shares of the company’s stock worth $1,268,000 after purchasing an additional 4,902 shares in the last quarter. Raymond James Financial Inc. boosted its stake in Innovator Defined Wealth Shield ETF by 131.6% in the 1st 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 period. Tradition Wealth Management LLC bought a new position in Innovator Defined Wealth Shield ETF in the 1st quarter worth approximately $397,000. Finally, Kestra Advisory Services LLC grew its holdings in Innovator Defined Wealth Shield ETF by 9.3% during the 1st quarter. Kestra Advisory Services LLC now owns 348,852 shares of the company’s stock valued at $10,947,000 after buying an additional 29,570 shares in the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

Innovator Defined Wealth Shield ETF stock opened at $33.10 on Thursday. Innovator Defined Wealth Shield ETF has a 1 year low of $29.35 and a 1 year high of $32.34. The firm’s 50 day moving average price is $33.03 and its 200-day moving average price is $32.61. The stock has a market cap of $1.54 billion, a P/E ratio of 24.42 and a beta of 0.14.

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.