Innovator Defined Wealth Shield ETFBALT
BALT
0
Funds holding %
of 6,815 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
121% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 28
75% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 12
38% more capital invested
Capital invested by funds: $396M [Q2] → $546M (+$150M) [Q3]
7% more funds holding
Funds holding: 117 [Q2] → 125 (+8) [Q3]
4.58% more ownership
Funds ownership: 62.54% [Q2] → 67.13% (+4.58%) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 4 [Q2] → 4 (+0) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for BALT.
Financial journalist opinion
Neutral
ETF Trends
1 week 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
2 weeks 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
4 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
4 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.
Neutral
Zacks Investment Research
5 months 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.
Negative
Zacks Investment Research
5 months 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.
Neutral
Zacks Investment Research
8 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.
Charts implemented using Lightweight Charts™