U.S. Capital Wealth Advisors LLC Has $2.69 Million Holdings in Innovator Defined Wealth Shield ETF $BALT

U.S. Capital Wealth Advisors LLC raised its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 3.6% during the second quarter, according to its most recent filing with the SEC. The firm owned 83,722 shares of the company’s stock after purchasing an additional 2,896 shares during the period. U.S. Capital Wealth Advisors LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $2,686,000 as of its most recent filing with the SEC.

Other large investors also recently modified their holdings of the company. Pachira Investments Inc. raised its stake in Innovator Defined Wealth Shield ETF by 1.3% during the second quarter. Pachira Investments Inc. now owns 35,313 shares of the company’s stock worth $1,133,000 after buying an additional 467 shares during the last quarter. O Connor Financial Group LLC raised its position in shares of Innovator Defined Wealth Shield ETF by 2.4% in the 2nd quarter. O Connor Financial Group LLC now owns 20,110 shares of the company’s stock worth $647,000 after acquiring an additional 478 shares in the last quarter. PCA Investment Advisory Services Inc. boosted its position in shares of Innovator Defined Wealth Shield ETF by 8.5% during the 1st quarter. PCA Investment Advisory Services Inc. now owns 12,800 shares of the company’s stock valued at $402,000 after purchasing an additional 1,000 shares in the last quarter. First Heartland Consultants Inc. grew its stake in Innovator Defined Wealth Shield ETF by 4.7% during the first quarter. First Heartland Consultants Inc. now owns 23,116 shares of the company’s stock worth $725,000 after purchasing an additional 1,033 shares during the period. Finally, Signal Advisors Wealth LLC increased its holdings in Innovator Defined Wealth Shield ETF by 17.2% in the first quarter. Signal Advisors Wealth LLC now owns 8,770 shares of the company’s stock worth $275,000 after purchasing an additional 1,290 shares in the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

Innovator Defined Wealth Shield ETF stock opened at $32.78 on Wednesday. The stock has a market capitalization of $1.52 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 52-week low of $29.35 and a 52-week high of $32.34. The stock’s 50 day moving average price is $32.51 and its two-hundred day moving average price is $31.92.

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.