18,689 Innovator Defined Wealth Shield ETF $BALT Shares Bought by Comprehensive Financial Consultants Institutional Inc.

Comprehensive Financial Consultants Institutional Inc. raised its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 16.6% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 131,175 shares of the company’s stock after buying an additional 18,689 shares during the period. Innovator Defined Wealth Shield ETF comprises about 1.3% of Comprehensive Financial Consultants Institutional Inc.’s portfolio, making the stock its 23rd largest holding. Comprehensive Financial Consultants Institutional Inc. owned 0.28% of Innovator Defined Wealth Shield ETF worth $4,585,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of the stock. Wealthquest Corp boosted its stake in shares of Innovator Defined Wealth Shield ETF by 36.9% in the first quarter. Wealthquest Corp now owns 3,233,718 shares of the company’s stock worth $108,216,000 after buying an additional 871,138 shares during the last quarter. Cetera Investment Advisers raised its position in Innovator Defined Wealth Shield ETF by 4.1% during the first quarter. Cetera Investment Advisers now owns 1,592,364 shares of the company’s stock valued at $53,288,000 after acquiring an additional 63,395 shares in the last quarter. Lee Johnson Capital Management LLC raised its position in Innovator Defined Wealth Shield ETF by 70.7% during the first quarter. Lee Johnson Capital Management LLC now owns 1,402,959 shares of the company’s stock valued at $46,950,000 after acquiring an additional 580,979 shares in the last quarter. Reliant Wealth Planning raised its position in Innovator Defined Wealth Shield ETF by 2.9% during the first quarter. Reliant Wealth Planning now owns 1,005,348 shares of the company’s stock valued at $33,644,000 after acquiring an additional 28,171 shares in the last quarter. Finally, Compass Advisory Group LLC lifted its holdings in Innovator Defined Wealth Shield ETF by 6.5% in the first quarter. Compass Advisory Group LLC now owns 859,423 shares of the company’s stock valued at $28,761,000 after acquiring an additional 52,615 shares during the period.

Innovator Defined Wealth Shield ETF Trading Up 0.1%

Shares of BATS:BALT opened at $35.06 on Friday. Innovator Defined Wealth Shield ETF has a 12-month low of $32.73 and a 12-month high of $35.15. The company has a market capitalization of $1.63 billion, a PE ratio of 24.42 and a beta of 0.14. The business has a 50 day moving average of $34.83 and a two-hundred day moving average of $34.37.

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.