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

ATX Financial Planning LLC grew its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 14.2% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 309,856 shares of the company’s stock after purchasing an additional 38,455 shares during the period. Innovator Defined Wealth Shield ETF makes up approximately 7.9% of ATX Financial Planning LLC’s holdings, making the stock its 2nd largest position. ATX Financial Planning LLC owned approximately 0.67% of Innovator Defined Wealth Shield ETF worth $10,369,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in the stock. JPMorgan Chase & Co. lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 46,021.3% during the fourth quarter. JPMorgan Chase & Co. now owns 4,025,929 shares of the company’s stock valued at $134,909,000 after purchasing an additional 4,017,200 shares in the last quarter. Osaic Holdings Inc. increased its holdings in Innovator Defined Wealth Shield ETF by 4.8% in the 4th quarter. Osaic Holdings Inc. now owns 2,441,139 shares of the company’s stock worth $81,802,000 after buying an additional 111,344 shares in the last quarter. Raymond James Financial Inc. increased its holdings in Innovator Defined Wealth Shield ETF by 24.5% in the 3rd quarter. Raymond James Financial Inc. now owns 2,104,517 shares of the company’s stock worth $69,070,000 after buying an additional 413,938 shares in the last quarter. Cetera Investment Advisers raised its position in Innovator Defined Wealth Shield ETF by 22.7% in the 4th quarter. Cetera Investment Advisers now owns 1,528,969 shares of the company’s stock worth $51,236,000 after buying an additional 282,713 shares during the last quarter. Finally, Lee Johnson Capital Management LLC raised its position in Innovator Defined Wealth Shield ETF by 70.7% in the 1st quarter. Lee Johnson Capital Management LLC now owns 1,402,959 shares of the company’s stock worth $46,950,000 after buying an additional 580,979 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Performance

BALT opened at $34.34 on Friday. The company’s 50-day simple moving average is $34.16 and its two-hundred day simple moving average is $33.83. The stock 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 52-week low of $32.13 and a 52-week high of $34.38.

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.