Integrity Alliance LLC. Makes New $1.13 Million Investment in Innovator Defined Wealth Shield ETF $BALT

Integrity Alliance LLC. purchased a new stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 32,426 shares of the company’s stock, valued at approximately $1,133,000.

Several other large investors have also made changes to their positions in BALT. First Heartland Consultants Inc. acquired a new stake in Innovator Defined Wealth Shield ETF in the third quarter worth about $3,603,000. Sovran Advisors LLC raised its holdings in Innovator Defined Wealth Shield ETF by 9.4% during the 1st quarter. Sovran Advisors LLC now owns 278,555 shares of the company’s stock worth $9,465,000 after purchasing an additional 24,021 shares during the last quarter. Somerset Trust Co acquired a new position in Innovator Defined Wealth Shield ETF during the 2nd quarter valued at about $892,000. NewEdge Advisors LLC lifted its position in Innovator Defined Wealth Shield ETF by 42.8% during the 2nd quarter. NewEdge Advisors LLC now owns 716,670 shares of the company’s stock valued at $24,560,000 after purchasing an additional 214,836 shares during the period. Finally, Private Advisor Group LLC lifted its position in Innovator Defined Wealth Shield ETF by 121.6% during the 1st quarter. Private Advisor Group LLC now owns 51,973 shares of the company’s stock valued at $1,739,000 after purchasing an additional 28,524 shares during the period.

Innovator Defined Wealth Shield ETF Trading Down 1.1%

Shares of BATS BALT opened at $34.72 on Friday. The firm has a market capitalization of $1.61 billion, a PE ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 1 year low of $32.79 and a 1 year high of $35.15. The firm’s 50-day moving average is $34.92 and its 200-day moving average is $34.25.

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.