Innovator Defined Wealth Shield ETF $BALT is Reliant Wealth Planning’s 5th Largest Position

Reliant Wealth Planning lifted its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 2,527.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 957,346 shares of the company’s stock after buying an additional 920,903 shares during the period. Innovator Defined Wealth Shield ETF makes up approximately 10.2% of Reliant Wealth Planning’s investment portfolio, making the stock its 5th biggest holding. Reliant Wealth Planning owned 2.06% of Innovator Defined Wealth Shield ETF worth $31,420,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the stock. O Connor Financial Group LLC raised its stake in Innovator Defined Wealth Shield ETF by 2.6% in the 3rd quarter. O Connor Financial Group LLC now owns 20,633 shares of the company’s stock worth $677,000 after acquiring an additional 523 shares during the last quarter. Stephens Inc. AR grew its stake in Innovator Defined Wealth Shield ETF by 3.4% during the 3rd quarter. Stephens Inc. AR now owns 16,893 shares of the company’s stock valued at $554,000 after purchasing an additional 555 shares during the last quarter. Signal Advisors Wealth LLC grew its stake in Innovator Defined Wealth Shield ETF by 9.6% during the 3rd quarter. Signal Advisors Wealth LLC now owns 6,980 shares of the company’s stock valued at $229,000 after purchasing an additional 610 shares during the last quarter. Maia Wealth LLC increased its holdings in shares of Innovator Defined Wealth Shield ETF by 4.7% in the second quarter. Maia Wealth LLC now owns 14,455 shares of the company’s stock valued at $464,000 after purchasing an additional 644 shares during the period. Finally, Nikulski Financial Inc. increased its holdings in shares of Innovator Defined Wealth Shield ETF by 10.3% in the second quarter. Nikulski Financial Inc. now owns 7,700 shares of the company’s stock valued at $247,000 after purchasing an additional 720 shares during the period.

Innovator Defined Wealth Shield ETF Stock Down 0.1%

Shares of BATS: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 stock has a market cap of $1.56 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. The business has a 50-day moving average price of $33.68 and a 200-day moving average price of $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.