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Personal CFO Solutions LLC Has $8.22 Million Stock Position in Innovator Defined Wealth Shield ETF (BATS:BALT)

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 […]
Rivertree Advisors Harbour Investments Inc Exchange Commission Stratos Wealth Advisors Koshinski Asset Management Inc S Capital Wealth Advisors

Innovator Defined Wealth Shield ETF (BATS:BALT) is Capstone Triton Financial Group LLC's 6th Largest Position

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 […]
United Kingdom Company Profile Capstone Triton Financial Group Jpmorgan Chase Co Cedar Brook Financial Partners Exchange Commission
Source: wkrb13.com

Personal CFO Solutions LLC Invests $6.11 Million in Innovator Defined Wealth Shield ETF (BATS:BALT)

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 […]
Holdings Channel Envestnet Asset Management Inc Wealthcare Advisory Partners Advisor Group Holdings Inc Innovator Defined Wealth Shield Free Report
Source: wkrb13.com

Innovator Defined Wealth Shield ETF (BATS:BALT) is Capstone Triton Financial Group LLC's 5th Largest Position

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 […]
Envestnet Asset Management Inc Miracle Mile Advisors Compass Advisory Group Capstone Triton Financial Group Advisor Group Holdings Inc Innovator Defined Wealth Shield

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Innovator Defined Wealth Shield ETF (BATS:BALT) Shares Bought by Rovin Capital UT ADV

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 […]
Securities Exchange Commission Compass Advisory Group Sunbelt Securities Inc Wealthplan Investment Management Rovin Capital Innovator Defined Wealth Shield

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