BALT stock icon

Innovator Defined Wealth Shield ETF
BALT

$30.46
0.3%

Market Cap: $772M

0
Funds holding %
of 6,710 funds
Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

26% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 35

13% more funds holding

Funds holding: 102 [Q1] → 115 (+13) [Q2]

2% less capital invested

Capital invested by funds: $392M [Q1] → $386M (-$6.19M) [Q2]

4.93% less ownership

Funds ownership: 65.85% [Q1] → 60.92% (-4.93%) [Q2]

33% less funds holding in top 10

Funds holding in top 10: 6 [Q1] → 4 (-2) [Q2]

Research analyst outlook

We haven’t received any recent analyst ratings for BALT.

Financial journalist opinion