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

Reliant Wealth Planning lifted its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 2,527.0% during the third quarter, Holdings Channel reports. The fund owned 957,346 shares of the company’s stock after buying an additional 920,903 shares during the quarter. Innovator Defined Wealth Shield ETF makes up 10.2% of Reliant Wealth Planning’s holdings, making the stock its 5th largest holding. Reliant Wealth Planning’s holdings in Innovator Defined Wealth Shield ETF were worth $31,420,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Osaic Holdings Inc. lifted its position in Innovator Defined Wealth Shield ETF by 29.8% during the second quarter. Osaic Holdings Inc. now owns 2,306,222 shares of the company’s stock valued at $73,983,000 after purchasing an additional 529,782 shares during the period. Raymond James Financial Inc. boosted its holdings in Innovator Defined Wealth Shield ETF by 24.5% in the third quarter. Raymond James Financial Inc. now owns 2,104,517 shares of the company’s stock valued at $69,070,000 after purchasing an additional 413,938 shares during the last quarter. Envestnet Asset Management Inc. grew its position in Innovator Defined Wealth Shield ETF by 6.3% during the 3rd quarter. Envestnet Asset Management Inc. now owns 1,825,207 shares of the company’s stock worth $59,903,000 after purchasing an additional 107,652 shares during the period. Orion Porfolio Solutions LLC raised its stake in shares of Innovator Defined Wealth Shield ETF by 14.7% during the 3rd quarter. Orion Porfolio Solutions LLC now owns 965,795 shares of the company’s stock valued at $31,697,000 after buying an additional 124,004 shares during the last quarter. Finally, Crown Wealth Group LLC lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 15.1% in the 3rd quarter. Crown Wealth Group LLC now owns 880,090 shares of the company’s stock valued at $28,885,000 after buying an additional 115,754 shares during the period.

Innovator Defined Wealth Shield ETF Stock Down 0.1%

Shares of BALT opened at $33.53 on Wednesday. Innovator Defined Wealth Shield ETF has a 52 week low of $30.07 and a 52 week high of $33.84. The company has a market capitalization of $1.56 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. The stock’s 50-day moving average price is $33.68 and its 200-day moving average price is $33.24.

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.