Capasso Planning Partners LLC Acquires 1,386 Shares of Innovator Defined Wealth Shield ETF (BATS:BALT)

Capasso Planning Partners LLC boosted its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 7.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,128 shares of the company’s stock after acquiring an additional 1,386 shares during the quarter. Capasso Planning Partners LLC owned 0.09% of Innovator Defined Wealth Shield ETF worth $601,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of BALT. WorthPointe LLC increased its holdings in Innovator Defined Wealth Shield ETF by 4.9% during the third quarter. WorthPointe LLC now owns 13,736 shares of the company’s stock valued at $423,000 after buying an additional 640 shares during the last quarter. Focus Financial Network Inc. grew its position in Innovator Defined Wealth Shield ETF by 3.7% in the fourth quarter. Focus Financial Network Inc. now owns 25,015 shares of the company’s stock worth $786,000 after acquiring an additional 890 shares in the last quarter. OneDigital Investment Advisors LLC increased its position in shares of Innovator Defined Wealth Shield ETF by 4.2% during the 3rd quarter. OneDigital Investment Advisors LLC now owns 25,000 shares of the company’s stock valued at $771,000 after purchasing an additional 1,000 shares during the last quarter. Rovin Capital UT ADV boosted its stake in shares of Innovator Defined Wealth Shield ETF by 1.5% during the 4th quarter. Rovin Capital UT ADV now owns 71,565 shares of the company’s stock worth $2,248,000 after purchasing an additional 1,051 shares during the period. Finally, Dominguez Wealth Management Solutions Inc. lifted its stake in shares of Innovator Defined Wealth Shield ETF by 0.5% during the 4th quarter. Dominguez Wealth Management Solutions Inc. now owns 203,314 shares of the company’s stock worth $6,388,000 after acquiring an additional 1,088 shares during the last quarter.

Innovator Defined Wealth Shield ETF Stock Down 0.3 %

Shares of BATS:BALT opened at $31.36 on Wednesday. Innovator Defined Wealth Shield ETF has a 52-week low of $28.96 and a 52-week high of $31.99. The stock has a market cap of $1.19 billion, a P/E ratio of 27.00 and a beta of 0.13. The business’s 50 day moving average is $31.64 and its 200 day moving average is $31.23.

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.