Integral Investment Advisors Inc. Acquires 34,475 Shares of Innovator Defined Wealth Shield ETF $BALT

Integral Investment Advisors Inc. grew its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 65.8% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 86,900 shares of the company’s stock after acquiring an additional 34,475 shares during the quarter. Integral Investment Advisors Inc.’s holdings in Innovator Defined Wealth Shield ETF were worth $2,978,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in BALT. Galvin Gaustad & Stein LLC purchased a new stake in Innovator Defined Wealth Shield ETF in the 4th quarter valued at about $659,000. AE Wealth Management LLC grew its stake in Innovator Defined Wealth Shield ETF by 27.3% in the 4th quarter. AE Wealth Management LLC now owns 688,541 shares of the company’s stock worth $23,073,000 after acquiring an additional 147,747 shares in the last quarter. Clear Creek Financial Management LLC increased its position in shares of Innovator Defined Wealth Shield ETF by 8.0% during the fourth quarter. Clear Creek Financial Management LLC now owns 605,866 shares of the company’s stock worth $20,303,000 after acquiring an additional 44,623 shares during the period. BCS Wealth Management increased its position in shares of Innovator Defined Wealth Shield ETF by 78.6% during the fourth quarter. BCS Wealth Management now owns 63,887 shares of the company’s stock worth $2,141,000 after acquiring an additional 28,107 shares during the period. Finally, Farther Finance Advisors LLC increased its position in shares of Innovator Defined Wealth Shield ETF by 16.9% during the fourth quarter. Farther Finance Advisors LLC now owns 211,740 shares of the company’s stock worth $7,095,000 after acquiring an additional 30,644 shares during the period.

Innovator Defined Wealth Shield ETF Stock Performance

Innovator Defined Wealth Shield ETF stock opened at $34.64 on Thursday. The company has a market capitalization of $1.61 billion, a PE ratio of 24.42 and a beta of 0.14. The company has a 50 day moving average price of $34.30 and a 200-day moving average price of $33.95. Innovator Defined Wealth Shield ETF has a fifty-two week low of $32.33 and a fifty-two week high of $34.73.

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.