38,626 Shares in Innovator Defined Wealth Shield ETF $BALT Acquired by Krilogy Financial LLC

Krilogy Financial LLC bought a new position in Innovator Defined Wealth Shield ETF (BATS:BALT) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 38,626 shares of the company’s stock, valued at approximately $1,354,000. Krilogy Financial LLC owned approximately 0.08% of Innovator Defined Wealth Shield ETF at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in BALT. Sound Income Strategies LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF during the 1st quarter valued at approximately $28,000. Waverly Advisors LLC bought a new position in Innovator Defined Wealth Shield ETF during the first quarter worth $68,000. Noble Wealth Management PBC boosted its holdings in Innovator Defined Wealth Shield ETF by 18.4% in the second quarter. Noble Wealth Management PBC now owns 2,250 shares of the company’s stock worth $77,000 after purchasing an additional 350 shares during the period. Continuum Advisory LLC acquired a new position in Innovator Defined Wealth Shield ETF in the second quarter worth $179,000. Finally, FC Advisory LLC boosted its holdings in Innovator Defined Wealth Shield ETF by 9.2% in the third quarter. FC Advisory LLC now owns 6,757 shares of the company’s stock worth $236,000 after purchasing an additional 570 shares during the period.

Innovator Defined Wealth Shield ETF Price Performance

BALT stock opened at $35.06 on Friday. Innovator Defined Wealth Shield ETF has a 1-year low of $32.73 and a 1-year high of $35.15. The firm has a fifty day moving average price of $34.83 and a two-hundred day moving average price of $34.37. The firm has a market cap of $1.63 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14.

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.