ATX Financial Planning LLC Has $10.37 Million Holdings in Innovator Defined Wealth Shield ETF $BALT

ATX Financial Planning LLC boosted its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 14.2% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 309,856 shares of the company’s stock after acquiring an additional 38,455 shares during the quarter. Innovator Defined Wealth Shield ETF accounts for 7.9% of ATX Financial Planning LLC’s portfolio, making the stock its 2nd biggest holding. ATX Financial Planning LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $10,369,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Sound Income Strategies LLC purchased a new position in Innovator Defined Wealth Shield ETF in the first quarter worth about $28,000. Motiv8 Investments LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF during the 4th quarter valued at about $44,000. Accurate Wealth Management LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the 4th quarter valued at about $206,000. Betterment LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF during the 3rd quarter valued at about $207,000. Finally, Csenge Advisory Group bought a new position in shares of Innovator Defined Wealth Shield ETF in the 4th quarter worth approximately $226,000.

Innovator Defined Wealth Shield ETF Trading Up 0.1%

BALT opened at $34.34 on Friday. The company has a market cap of $1.60 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. The company’s 50 day moving average is $34.16 and its 200 day moving average is $33.83. Innovator Defined Wealth Shield ETF has a 12-month low of $32.13 and a 12-month high of $34.38.

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.