Continuum Wealth Advisors LLC Buys New Stake in Innovator Defined Wealth Shield ETF (BATS:BALT)

Continuum Wealth Advisors LLC purchased a new stake in Innovator Defined Wealth Shield ETF (BATS:BALT) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 6,503 shares of the company’s stock, valued at approximately $200,000.

Other large investors also recently bought and sold shares of the company. Arkadios Wealth Advisors increased its holdings in shares of Innovator Defined Wealth Shield ETF by 1.2% in the 2nd 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. O Connor Financial Group LLC raised its holdings in shares of Innovator Defined Wealth Shield ETF by 5.4% in the third quarter. O Connor Financial Group LLC now owns 18,074 shares of the company’s stock valued at $557,000 after buying an additional 922 shares during the last quarter. Ashton Thomas Private Wealth LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF during the second quarter worth about $32,000. Madison Wealth Partners Inc grew its holdings in shares of Innovator Defined Wealth Shield ETF by 12.6% during the first quarter. Madison Wealth Partners Inc now owns 10,871 shares of the company’s stock worth $318,000 after buying an additional 1,220 shares during the last quarter. Finally, BCS Wealth Management grew its holdings in shares of Innovator Defined Wealth Shield ETF by 4.0% during the third quarter. BCS Wealth Management now owns 42,130 shares of the company’s stock worth $1,299,000 after buying an additional 1,623 shares during the last quarter.

Innovator Defined Wealth Shield ETF Price Performance

BALT traded up $0.01 on Friday, hitting $30.99. 348,440 shares of the company traded hands. The stock’s 50-day moving average is $30.60 and its 200 day moving average is $29.99. The firm has a market cap of $674.03 million, a PE 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.