Innovator Defined Wealth Shield ETFBALT
BALT
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
538% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 8
292% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 24
44% more funds holding in top 10
Funds holding in top 10: 9 [Q4 2024] → 13 (+4) [Q1 2025]
37% more capital invested
Capital invested by funds: $657M [Q4 2024] → $899M (+$242M) [Q1 2025]
25% more funds holding
Funds holding: 151 [Q4 2024] → 188 (+37) [Q1 2025]
0.57% less ownership
Funds ownership: 67.91% [Q4 2024] → 67.34% (-0.57%) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for BALT.
Financial journalist opinion
Neutral
Seeking Alpha
2 weeks ago
BALT: Financial Gymnastics For Little Value; Not Worth It
Innovator Defined Wealth Shield ETF offers 20% downside protection on SPY but severely caps upside, making it a loss mitigation tool rather than a growth vehicle. SPY remains a superior long-term investment due to its low cost, broad diversification, and strong historical performance versus BALT's capped returns. BALT's structure is best suited for investors prioritizing capital preservation over growth, but timing of entry within outcome periods is critical.
Negative
Zacks Investment Research
3 weeks ago
Defined Outcome ETFs for Downside Protection
We highlight some prominent defined outcome ETFs that offer downside protection to the major indices.
Neutral
Zacks Investment Research
3 months ago
5 Defensive ETF Strategies to Follow Amid Market Meltdown
We highlight some defensive investment strategies for investors amid the ongoing chaos.
Neutral
Zacks Investment Research
3 months ago
The Zacks Analyst Blog CCOR, BALT, XRMI, PHDG and HEQT
CCOR, BALT, XRMI, PHDG and HEQT are included in this Analyst Blog.
Negative
Zacks Investment Research
3 months ago
Low-Beta ETFs to Hedge Against Trade War Risks
Investors seeking to remain invested in the equity world with downside protection should invest in low-beta ETFs.
Positive
Zacks Investment Research
4 months ago
Defined Outcome ETF (BALT) Hits New 52-Week High
Innovator Defined Wealth Shield ETF BALT is probably on the radar for investors seeking momentum. The fund just hit a 52-week high and moved up 10.73% from its 52-week low price of $28.53 per share.
Neutral
ETF Trends
5 months ago
VIDEO: ETF of the Week: Biggest ETF Stories of 2024
On this special New Year's episode of “ETF of the Week” podcast, VettaFi's Head of Research Todd Rosenbluth joined Chuck Jaffe of Money Life to talk about the year in review.
Positive
Zacks Investment Research
5 months ago
Defined Outcome ETF (BALT) Hits New 52-Week High
Innovator Defined Wealth Shield ETF BALT is probably on the radar for investors seeking momentum. The fund just hit a 52-week high and moved up 11.01% from its 52-week low price of $28.43 per share.
Neutral
Zacks Investment Research
9 months ago
5 ETF Strategies to Survive a Historically Weak September
Wall Street falters at the start of September. The weak trend is likely to continue, given that September is one of the market's historically worst months.
Negative
Zacks Investment Research
9 months ago
More Volatility Ahead? ETF Strategies to Play
August has been a turbulent month for financial markets. Some strategists believe that volatility may continue in the coming days if the U.S. economic data points come in at unstable.
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