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

Kure Advisory LLC lifted its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 3.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 711,047 shares of the company’s stock after buying an additional 23,035 shares during the quarter. Innovator Defined Wealth Shield ETF makes up approximately 13.0% of Kure Advisory LLC’s portfolio, making the stock its 3rd biggest holding. Kure Advisory LLC owned approximately 1.53% of Innovator Defined Wealth Shield ETF worth $23,795,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. GGM Financials LLC bought a new stake in Innovator Defined Wealth Shield ETF during the 3rd quarter worth approximately $33,000. Motiv8 Investments LLC bought a new position in Innovator Defined Wealth Shield ETF in the 4th quarter valued at $44,000. Caitlin John LLC bought a new position in Innovator Defined Wealth Shield ETF in the 3rd quarter valued at $78,000. Accurate Wealth Management LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF during the 4th quarter valued at $206,000. Finally, Betterment LLC purchased a new position in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter valued at $207,000.

Innovator Defined Wealth Shield ETF Stock Performance

Innovator Defined Wealth Shield ETF stock opened at $34.25 on Tuesday. Innovator Defined Wealth Shield ETF has a fifty-two week low of $32.00 and a fifty-two week high of $34.25. The stock has a market cap of $1.59 billion, a P/E ratio of 24.42 and a beta of 0.14. The firm’s fifty day moving average price is $34.05 and its 200-day moving average price is $33.73.

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.