Innovator Defined Wealth Shield ETF (BATS:BALT) Stake Lowered by Oliver Lagore Vanvalin Investment Group

Oliver Lagore Vanvalin Investment Group reduced its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 42.3% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 75,947 shares of the company’s stock after selling 55,638 shares during the period. Innovator Defined Wealth Shield ETF accounts for 0.7% of Oliver Lagore Vanvalin Investment Group’s investment portfolio, making the stock its 28th biggest holding. Oliver Lagore Vanvalin Investment Group’s holdings in Innovator Defined Wealth Shield ETF were worth $2,281,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently bought and sold shares of the business. Arkadios Wealth Advisors boosted its holdings in Innovator Defined Wealth Shield ETF by 1.2% during the second quarter. Arkadios Wealth Advisors now owns 36,755 shares of the company’s stock valued at $1,104,000 after acquiring an additional 428 shares during the period. Comprehensive Financial Consultants Institutional Inc. boosted its holdings in Innovator Defined Wealth Shield ETF by 45.7% during the first quarter. Comprehensive Financial Consultants Institutional Inc. now owns 22,071 shares of the company’s stock valued at $646,000 after acquiring an additional 6,924 shares during the period. Concourse Financial Group Securities Inc. boosted its holdings in Innovator Defined Wealth Shield ETF by 61.9% during the second quarter. Concourse Financial Group Securities Inc. now owns 5,546 shares of the company’s stock valued at $167,000 after acquiring an additional 2,121 shares during the period. Cambridge Investment Research Advisors Inc. boosted its holdings in Innovator Defined Wealth Shield ETF by 85.8% during the fourth quarter. Cambridge Investment Research Advisors Inc. now owns 138,830 shares of the company’s stock valued at $3,966,000 after acquiring an additional 64,099 shares during the period. Finally, Raymond James & Associates boosted its holdings in Innovator Defined Wealth Shield ETF by 23.5% during the second quarter. Raymond James & Associates now owns 125,426 shares of the company’s stock valued at $3,767,000 after acquiring an additional 23,898 shares during the period.

Innovator Defined Wealth Shield ETF Price Performance

Shares of BALT opened at $30.82 on Friday. The company’s 50 day moving average is $30.36 and its 200-day moving average is $29.81. The firm has a market capitalization of $670.23 million, a price-to-earnings ratio of 21.98 and a beta of 0.18.

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.