Innovator Defined Wealth Shield ETF $BALT Position Raised by Reliant Wealth Planning

Reliant Wealth Planning grew its position in Innovator Defined Wealth Shield ETF (BATS:BALT) by 2.9% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,005,348 shares of the company’s stock after purchasing an additional 28,171 shares during the quarter. Innovator Defined Wealth Shield ETF makes up 10.2% of Reliant Wealth Planning’s investment portfolio, making the stock its 4th largest position. Reliant Wealth Planning owned approximately 2.16% of Innovator Defined Wealth Shield ETF worth $33,644,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Galvin Gaustad & Stein LLC acquired a new position in shares of Innovator Defined Wealth Shield ETF during the 4th quarter worth about $659,000. AE Wealth Management LLC raised its position in shares of Innovator Defined Wealth Shield ETF by 27.3% during the 4th quarter. AE Wealth Management LLC now owns 688,541 shares of the company’s stock worth $23,073,000 after acquiring an additional 147,747 shares in the last quarter. Clear Creek Financial Management LLC lifted its stake in Innovator Defined Wealth Shield ETF by 8.0% during the fourth quarter. Clear Creek Financial Management LLC now owns 605,866 shares of the company’s stock worth $20,303,000 after purchasing an additional 44,623 shares during the last quarter. Farther Finance Advisors LLC lifted its stake in Innovator Defined Wealth Shield ETF by 16.9% during the fourth quarter. Farther Finance Advisors LLC now owns 211,740 shares of the company’s stock worth $7,095,000 after purchasing an additional 30,644 shares during the last quarter. Finally, BCS Wealth Management boosted its holdings in Innovator Defined Wealth Shield ETF by 78.6% in the fourth quarter. BCS Wealth Management now owns 63,887 shares of the company’s stock valued at $2,141,000 after purchasing an additional 28,107 shares in the last quarter.

Innovator Defined Wealth Shield ETF Stock Up 0.0%

Shares of Innovator Defined Wealth Shield ETF stock opened at $34.35 on Wednesday. Innovator Defined Wealth Shield ETF has a 52 week low of $32.21 and a 52 week high of $34.46. The firm’s 50 day moving average is $34.25 and its two-hundred day moving average is $33.91. The firm 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 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.