Capasso Planning Partners LLC Has $601,000 Stock Position in Innovator Defined Wealth Shield ETF (BATS:BALT)

Capasso Planning Partners LLC boosted its holdings in shares of Innovator Defined Wealth Shield ETF (BATS:BALT) by 7.8% in the fourth quarter, HoldingsChannel reports. The fund owned 19,128 shares of the company’s stock after buying an additional 1,386 shares during the quarter. Capasso Planning Partners LLC’s holdings in Innovator Defined Wealth Shield ETF were worth $601,000 as of its most recent SEC filing.

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

Innovator Defined Wealth Shield ETF Stock Performance

Shares of BATS BALT opened at $31.36 on Wednesday. The business has a fifty day moving average of $31.64 and a two-hundred day moving average of $31.23. The stock has a market cap of $1.19 billion, a PE ratio of 27.00 and a beta of 0.13. Innovator Defined Wealth Shield ETF has a 52-week low of $28.96 and a 52-week high of $31.99.

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.