Compass Advisory Group LLC Purchases 59,150 Shares of Innovator Defined Wealth Shield ETF $BALT

Compass Advisory Group LLC lifted its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 8.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 753,513 shares of the company’s stock after buying an additional 59,150 shares during the period. Innovator Defined Wealth Shield ETF comprises approximately 6.9% of Compass Advisory Group LLC’s portfolio, making the stock its 3rd biggest position. Compass Advisory Group LLC owned about 1.62% of Innovator Defined Wealth Shield ETF worth $24,730,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Geneos Wealth Management Inc. acquired a new position in Innovator Defined Wealth Shield ETF during the third quarter valued at $90,000. Alaska Permanent Capital Management LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF in the 2nd quarter valued at about $167,000. NWF Advisory Services Inc. purchased a new stake in shares of Innovator Defined Wealth Shield ETF in the third quarter worth approximately $201,000. Optima Capital LLC acquired a new stake in shares of Innovator Defined Wealth Shield ETF during the third quarter worth approximately $207,000. Finally, Acorn Wealth Advisors LLC purchased a new position in Innovator Defined Wealth Shield ETF during the third quarter valued at approximately $216,000.

Innovator Defined Wealth Shield ETF Stock Performance

Innovator Defined Wealth Shield ETF stock opened at $33.65 on Friday. Innovator Defined Wealth Shield ETF has a twelve month low of $30.07 and a twelve month high of $33.81. The firm has a market cap of $1.56 billion, a PE ratio of 24.42 and a beta of 0.14. The firm’s 50 day moving average price is $33.54 and its two-hundred day moving average price is $33.04.

About Innovator Defined Wealth Shield ETF

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.