Crown Wealth Group LLC Acquires 17,123 Shares of Innovator Defined Wealth Shield ETF (BATS:BALT)

Crown Wealth Group LLC grew its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 2.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 636,953 shares of the company’s stock after purchasing an additional 17,123 shares during the quarter. Innovator Defined Wealth Shield ETF comprises about 8.1% of Crown Wealth Group LLC’s investment portfolio, making the stock its 3rd biggest position. Crown Wealth Group LLC owned approximately 2.93% of Innovator Defined Wealth Shield ETF worth $20,013,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Whipplewood Advisors LLC acquired a new position in Innovator Defined Wealth Shield ETF during the fourth quarter worth $2,153,000. Prasad Wealth Partners LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 4th quarter valued at about $901,000. Partners Wealth Management LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 4th quarter valued at about $430,000. Sigma Planning Corp raised its stake in shares of Innovator Defined Wealth Shield ETF by 28.3% in the 4th quarter. Sigma Planning Corp now owns 188,301 shares of the company’s stock valued at $5,916,000 after acquiring an additional 41,546 shares in the last quarter. Finally, C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors lifted its holdings in Innovator Defined Wealth Shield ETF by 20.1% in the 4th quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 642,751 shares of the company’s stock worth $20,195,000 after purchasing an additional 107,630 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BALT stock opened at $31.74 on Thursday. The firm has a market capitalization of $1.20 billion, a P/E ratio of 27.00 and a beta of 0.13. The company’s 50 day moving average is $31.62 and its 200 day moving average is $31.15.

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.