Cliff Asness's BALT Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 11,070 shares of Innovator Defined Wealth Shield ETF (BALT) worth $363,317, representing 0.00% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 3 quarters.
Based on 13F filings, Cliff Asness has maintained this position in BALT for several quarters, showing initial confidence in the investment.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Innovator Defined Wealth Shield ETF (BALT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Innovator Defined Wealth Shield ETF (BALT) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2025 | +11,070 | New Buy | 11,070 | $31.38 |
Cliff Asness's Innovator Defined Wealth Shield ETF Investment FAQs
Cliff Asness first purchased Innovator Defined Wealth Shield ETF (BALT) in Q1 2025, acquiring 11,070 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Innovator Defined Wealth Shield ETF (BALT) for 3 quarters since Q1 2025.
Cliff Asness's largest addition to Innovator Defined Wealth Shield ETF (BALT) was in Q1 2025, adding 11,070 shares worth $347,377.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 11,070 shares of Innovator Defined Wealth Shield ETF (BALT), valued at approximately $363,317.
As of the Q3 2025 filing, Innovator Defined Wealth Shield ETF (BALT) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Innovator Defined Wealth Shield ETF (BALT) was 11,070 shares, as reported at the end of Q1 2025.