BALT stock icon

Innovator Defined Wealth Shield ETF
BALT

$30.22
0.49%

Market Cap: $765M

0
Funds holding %
of 6,686 funds
–
Analysts bullish %

Fund manager confidence

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

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

26% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 35

12% more funds holding

Funds holding: 102 [Q1] → 114 (+12) [Q2]

2% less capital invested

Capital invested by funds: $392M [Q1] → $386M (-$6.4M) [Q2]

4.96% less ownership

Funds ownership: 65.85% [Q1] → 60.88% (-4.96%) [Q2]

33% less funds holding in top 10

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

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Research analyst outlook

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

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Financial journalist opinion

Neutral
Zacks Investment Research
3 days 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.
5 ETF Strategies to Survive a Historically Weak September
Negative
Zacks Investment Research
2 weeks 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.
More Volatility Ahead? ETF Strategies to Play
Neutral
Zacks Investment Research
4 weeks ago
5 ETF Strategies to Follow Amid the Current Market Turmoil
A defensive investment minimizes risk and protects your portfolio during market downturns. It involves investing in stable, low-volatility stocks that have a history of consistent performance, even during economic downturns.
5 ETF Strategies to Follow Amid the Current Market Turmoil
Negative
Zacks Investment Research
1 month ago
Low-Beta ETFs to Buy Amid Market Turmoil
Investors may remain invested in the equity world with some downside protection by investing in low-beta ETFs.
Low-Beta ETFs to Buy Amid Market Turmoil
Neutral
Zacks Investment Research
4 months ago
5 Defensive Investment ETF Strategies for Your Portfolio
Market volatility roared back in recent weeks on growing inflation worries, the uncertain timing of Fed rate cuts and escalating geopolitical tension in the Middle East. The combination of these factors has made investors jittery, compelling them to revisit their portfolios.
5 Defensive Investment ETF Strategies for Your Portfolio
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