ATX Financial Planning LLC Takes $9.10 Million Position in Innovator Defined Wealth Shield ETF $BALT

ATX Financial Planning LLC purchased a new stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) during the 4th quarter, Holdings Channel reports. The fund purchased 271,401 shares of the company’s stock, valued at approximately $9,095,000. Innovator Defined Wealth Shield ETF makes up 7.0% of ATX Financial Planning LLC’s holdings, making the stock its 2nd biggest position.

A number of other institutional investors also recently bought and sold shares of BALT. Bison Wealth LLC lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 73.5% in the 4th 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 bought a new position in Innovator Defined Wealth Shield ETF during the 1st quarter valued at about $347,000. Jane Street Group LLC purchased a new stake in Innovator Defined Wealth Shield ETF in the 1st quarter worth about $1,036,000. NewEdge Advisors LLC raised its position in Innovator Defined Wealth Shield ETF by 105.2% in 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. raised its position in Innovator Defined Wealth Shield ETF by 18.1% in 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 Price Performance

Shares of BATS BALT opened at $34.25 on Friday. The company has a market cap of $1.59 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 $32.00 and a 1 year high of $34.25. The firm has a 50-day simple moving average of $34.03 and a two-hundred day simple moving average of $33.72.

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.