SRS Capital Advisors Inc. Purchases Shares of 7,512 Innovator Defined Wealth Shield ETF (BATS:BALT)

SRS Capital Advisors Inc. purchased a new stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 7,512 shares of the company’s stock, valued at approximately $236,000.

Several other institutional investors have also added to or reduced their stakes in BALT. Creative Planning bought a new position in shares of Innovator Defined Wealth Shield ETF during the third quarter valued at about $409,000. Gladstone Institutional Advisory LLC bought a new position in shares of Innovator Defined Wealth Shield ETF during the third quarter valued at about $234,000. Comprehensive Financial Consultants Institutional Inc. raised its stake in shares of Innovator Defined Wealth Shield ETF by 13.8% during the third quarter. Comprehensive Financial Consultants Institutional Inc. now owns 68,519 shares of the company’s stock valued at $2,112,000 after acquiring an additional 8,311 shares during the last quarter. Sigma Planning Corp raised its stake in shares of Innovator Defined Wealth Shield ETF by 39.0% during the third quarter. Sigma Planning Corp now owns 146,755 shares of the company’s stock valued at $4,524,000 after acquiring an additional 41,138 shares during the last quarter. Finally, Vestia Personal Wealth Advisors bought a new position in shares of Innovator Defined Wealth Shield ETF during the third quarter valued at about $248,000.

Innovator Defined Wealth Shield ETF Trading Up 0.3 %

Shares of BATS:BALT opened at $31.55 on Wednesday. The company has a market cap of $1.20 billion, a price-to-earnings ratio of 27.00 and a beta of 0.13. The company has a 50-day moving average price of $31.65 and a 200-day moving average price of $31.19. Innovator Defined Wealth Shield ETF has a 12 month low of $28.96 and a 12 month high of $31.99.

About Innovator Defined Wealth Shield ETF

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.