Claro Advisors LLC Has $122,000 Holdings in Innovator Defined Wealth Shield ETF (BATS:BALT)

Claro Advisors LLC cut its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 62.5% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 3,948 shares of the company’s stock after selling 6,592 shares during the quarter. Claro Advisors LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $122,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of BALT. Ashton Thomas Private Wealth LLC bought a new stake in Innovator Defined Wealth Shield ETF during the second quarter worth $32,000. Triad Wealth Partners LLC bought a new stake in Innovator Defined Wealth Shield ETF during the second quarter worth $65,000. Concourse Financial Group Securities Inc. grew its holdings in Innovator Defined Wealth Shield ETF by 325.5% during the first quarter. Concourse Financial Group Securities Inc. now owns 3,425 shares of the company’s stock worth $100,000 after buying an additional 2,620 shares in the last quarter. Souders Financial Advisors bought a new stake in Innovator Defined Wealth Shield ETF during the second quarter worth $218,000. Finally, Waller Financial Planning Group Inc. bought a new stake in Innovator Defined Wealth Shield ETF during the second quarter worth $240,000.

Innovator Defined Wealth Shield ETF Price Performance

Shares of Innovator Defined Wealth Shield ETF stock opened at $30.99 on Monday. The stock’s 50-day moving average is $30.60 and its two-hundred day moving average is $30.00. The company has a market capitalization of $674.03 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.