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June 9, 2024
Personal CFO Solutions LLC decreased its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 0.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 287,644 shares of the company’s stock after selling 2,579 shares during the […]
September 25, 2023
Capstone Triton Financial Group LLC raised its stake in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 4.6% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 134,044 shares of the company’s stock after buying an additional 5,860 shares […]
August 10, 2023
Personal CFO Solutions LLC bought a new position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) during the 1st quarter, Holdings Channel reports. The firm bought 224,524 shares of the company’s stock, valued at approximately $6,114,000. Innovator Defined Wealth Shield ETF accounts for about 1.3% of Personal CFO Solutions LLC’s investment […]
July 3, 2023
BlackRock's iShares launched two new defined outcome funds on Friday, joining a growing area of the ETF market.
June 18, 2023
Capstone Triton Financial Group LLC raised its position in Innovator Defined Wealth Shield ETF (BATS:BALT – Get Rating) by 26.7% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 128,184 shares of the company’s stock after buying an additional 26,990 shares during the quarter. Innovator Defined Wealth Shield […]
March 31, 2023
Rovin Capital UT ADV increased its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Get Rating) by 14.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 56,402 shares of the company’s stock after buying an additional 7,039 […]