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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 […] ....

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Personal CFO Solutions LLC Grows Stock Holdings in Innovator Defined Wealth Shield ETF (BATS:BALT)

Personal CFO Solutions LLC Grows Stock Holdings in Innovator Defined Wealth Shield ETF (BATS:BALT)
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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 […] ....

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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 […] ....

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Buffer ETFs are growing with new funds from iShares, even as stocks rally

BlackRock's iShares launched two new defined outcome funds on Friday, joining a growing area of the ETF market. ....

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