Innovator Defined Wealth Shield ETF $BALT Shares Purchased by Reliant Wealth Planning

Reliant Wealth Planning boosted its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 2.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,005,348 shares of the company’s stock after buying an additional 28,171 shares during the period. Innovator Defined Wealth Shield ETF accounts for approximately 10.2% of Reliant Wealth Planning’s portfolio, making the stock its 4th biggest holding. Reliant Wealth Planning’s holdings in Innovator Defined Wealth Shield ETF were worth $33,644,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Bison Wealth LLC grew its position in shares of Innovator Defined Wealth Shield ETF by 73.5% during the fourth quarter. Bison Wealth LLC now owns 41,232 shares of the company’s stock worth $1,296,000 after acquiring an additional 17,464 shares during the last quarter. AQR Capital Management LLC purchased a new stake in Innovator Defined Wealth Shield ETF in the 1st quarter valued at $347,000. Jane Street Group LLC purchased a new stake in Innovator Defined Wealth Shield ETF in the 1st quarter valued at $1,036,000. NewEdge Advisors LLC boosted its stake in Innovator Defined Wealth Shield ETF by 105.2% during the 2nd quarter. NewEdge Advisors LLC now owns 97,208 shares of the company’s stock worth $3,118,000 after purchasing an additional 49,841 shares during the period. Finally, Ausdal Financial Partners Inc. boosted its stake in Innovator Defined Wealth Shield ETF by 18.1% during the 2nd quarter. Ausdal Financial Partners Inc. now owns 34,396 shares of the company’s stock worth $1,103,000 after purchasing an additional 5,274 shares during the period.

Innovator Defined Wealth Shield ETF Stock Performance

Shares of Innovator Defined Wealth Shield ETF stock opened at $34.35 on Wednesday. The company has a market capitalization of $1.60 billion, a P/E ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 1 year low of $32.21 and a 1 year high of $34.46. The company’s fifty day moving average is $34.25 and its two-hundred day moving average is $33.91.

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.