Vestia Personal Wealth Advisors Makes New $248,000 Investment in Innovator Defined Wealth Shield ETF (BATS:BALT)

Vestia Personal Wealth Advisors acquired a new stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 8,058 shares of the company’s stock, valued at approximately $248,000.

Several other institutional investors have also recently made changes to their positions in the stock. Sigma Planning Corp boosted its position in shares of Innovator Defined Wealth Shield ETF by 39.0% in the 3rd quarter. Sigma Planning Corp now owns 146,755 shares of the company’s stock worth $4,524,000 after purchasing an additional 41,138 shares in the last quarter. Comprehensive Financial Consultants Institutional Inc. boosted its holdings in shares of Innovator Defined Wealth Shield ETF by 13.8% during the 3rd quarter. Comprehensive Financial Consultants Institutional Inc. now owns 68,519 shares of the company’s stock valued at $2,112,000 after purchasing an additional 8,311 shares during the last quarter. Gladstone Institutional Advisory LLC bought a new position in shares of Innovator Defined Wealth Shield ETF in the 3rd quarter valued at about $234,000. Focus Financial Network Inc. lifted its stake in Innovator Defined Wealth Shield ETF by 53.0% in the third quarter. Focus Financial Network Inc. now owns 24,125 shares of the company’s stock worth $744,000 after purchasing an additional 8,355 shares during the last quarter. Finally, Strategic Blueprint LLC increased its position in shares of Innovator Defined Wealth Shield ETF by 31.6% during the third quarter. Strategic Blueprint LLC now owns 21,165 shares of the company’s stock worth $653,000 after acquiring an additional 5,085 shares during the period.

Innovator Defined Wealth Shield ETF Trading Up 0.0 %

Shares of BALT opened at $31.22 on Tuesday. The company has a fifty day moving average price of $30.80 and a 200 day moving average price of $30.21. The firm has a market capitalization of $679.04 million, a P/E ratio of 21.98 and a beta of 0.18.

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.