Innovator Defined Wealth Shield ETF (BATS:BALT) Shares Acquired by Capasso Planning Partners LLC

Capasso Planning Partners LLC boosted its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 26.5% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 24,191 shares of the company’s stock after acquiring an additional 5,063 shares during the quarter. Capasso Planning Partners LLC owned 0.06% of Innovator Defined Wealth Shield ETF worth $759,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the business. Balance Wealth LLC bought a new stake in Innovator Defined Wealth Shield ETF during the first quarter worth approximately $671,000. Archford Capital Strategies LLC bought a new stake in shares of Innovator Defined Wealth Shield ETF in the 1st quarter worth $1,729,000. Continuum Advisory LLC lifted its holdings in shares of Innovator Defined Wealth Shield ETF by 101.8% in the first quarter. Continuum Advisory LLC now owns 16,504 shares of the company’s stock valued at $518,000 after buying an additional 8,325 shares during the period. Palumbo Wealth Management LLC boosted its stake in Innovator Defined Wealth Shield ETF by 313.0% during the first quarter. Palumbo Wealth Management LLC now owns 29,421 shares of the company’s stock valued at $923,000 after buying an additional 22,298 shares in the last quarter. Finally, Prairie Wealth Advisors Inc. grew its holdings in Innovator Defined Wealth Shield ETF by 131.4% during the first quarter. Prairie Wealth Advisors Inc. now owns 220,581 shares of the company’s stock worth $6,922,000 after acquiring an additional 125,256 shares during the period.

Innovator Defined Wealth Shield ETF Price Performance

Shares of BALT opened at $32.07 on Thursday. The firm’s 50 day moving average is $31.71 and its 200-day moving average is $31.55. Innovator Defined Wealth Shield ETF has a 12-month low of $29.35 and a 12-month high of $32.15. The stock has a market capitalization of $1.49 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.