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Innovator Defined Wealth Shield ETF

Innovator Defined Wealth Shield ETF

BALT
CBOE•Financial Services

Innovator Defined Wealth Shield ETF (BALT) Investment Research Dashboard

About Innovator Defined Wealth Shield ETF (BALT) stock analysis

Get live BALT stock price $34.35, comprehensive Innovator Defined Wealth Shield ETF stock analysis, charts, news, sentiment, sector analysis, and expert forecast. Real-time BALT stock data and investment insights.

34.35
0.03%Today
Market Cap
2.72B
Volume
298.95K
52W High
34.46
52W Low
32.21

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Innovator Defined Wealth Shield ETF (BALT) Overview

Innovator Defined Wealth Shield ETF (BALT) is a publicly traded company in the Financial Services sector , specifically within the Asset Management - Cryptocurrency industry . As of the latest trading session, BALT trades at $34.35 with a market capitalization of 2.72B . Over the past 52 weeks, BALT has traded between $32.21 and $34.46 , with the current price positioned at approximately 95% of...

Key Takeaways

  • Operates in the Financial Services sector (Asset Management - Cryptocurrency)
  • Market cap: 2.72B
  • Current price: $34.35
  • 52-week range: $32.21 - $34.46
  • P/E ratio: 27.52

Investment Score

TTM (current)
Unavailable

A systematic tri-factor framework (valuation, quality, momentum) using trailing twelve-month fundamentals and current price momentum—aligned with the full investment score dashboard.

Score unavailable for this asset.

View full dashboardUnlock quarterlyFaster signals · Pro+

0-39

Defensive posture

40-54

Mixed / wait for confirmation

55-69

Constructive setup

70-100

Attractive zone

Total Score

Value

Cheapness vs fundamentals and cash generation

Quality

Durability of profitability and balance sheet

Momentum

Price trend strength and persistence

Professional usage: treat the score as a ranking and risk-filtering tool, then confirm with earnings revision trend, competitive positioning, and valuation relative to peers before capital allocation.

Company Overview

The Innovator Defined Wealth Shield ETF is engineered to replicate the gains of the SPDR S&P 500 ETF Trust (SPY), up to a specified maximum, while also providing a degree of safeguard against market downturns. It aims to absorb the first 20% of losse...

Company Information

CEO
Sector
Financial Services
Industry
Asset Management - Cryptocurrency
Employees
N/A

Contact Information

Address
109 N. Hale Street
Country
US

Investment Analysis & Business Insights

Financial Services
Asset Management - Cryptocurrency

Investment Highlights

✓ Strong presence in the Financial Services sector with established market position

✓ Growth-oriented company with premium valuation (P/E: 27.5)

✓ Lower volatility stock (Beta: 0.18) may provide portfolio stability

Important Investment Considerations

  • ⚠All investments carry risk, including potential loss of principal for Innovator Defined Wealth Shield ETF shareholders
  • ⚠Market volatility can significantly impact stock price, especially for smaller companies
  • ⚠Sector-specific risks in Financial Services may affect company performance
  • ⚠Past performance does not guarantee future results for Innovator Defined Wealth Shield ETF
  • ⚠Investors should consider how Innovator Defined Wealth Shield ETF fits within their overall portfolio allocation

Market Cap

2.72B

P/E Ratio (TTM)

27.52

Beta

0.18

Data Sources & Methodology

Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.

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About Financial Services Sector

The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.

Financial Services (1D)

98/100 ⭐⭐⭐⭐⭐

Overall
+2.2%
NYSE
+2.6%
NASDAQ
+1.8%
Sector1D1W1MP/EScore
Financial Services+2.2%+3.1%+4.3%19.3
98/100⭐⭐⭐⭐⭐
Healthcare+0.7%+1.3%+1.6%24.1
78/100⭐⭐⭐⭐⭐
Communication Services+1.4%-0.7%+2.9%22.2
74/100⭐⭐⭐⭐⭐
Consumer Defensive-0.2%+1.8%+0.7%29.7
64/100⭐⭐⭐⭐
Basic Materials+0.4%+1.2%-0.2%25.2
61/100⭐⭐⭐⭐
Real Estate-0.5%+0.0%-2.5%29.2
43/100⭐⭐⭐
Energy-2.1%-3.7%-4.1%19.1
39/100⭐⭐
Utilities-1.0%+0.0%-4.4%26.8
37/100⭐⭐
Industrials+0.6%+0.4%-9.9%30.1
23/100⭐
Consumer Cyclical+0.5%-1.5%-5.8%43.0
18/100⭐
Technology+0.6%-1.6%-7.2%40.7
15/100⭐

Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score ranks each sector vs peers using percentile ranks (not fixed thresholds): 48% 1M + 24% 1W + 8% 1D + 20% P/E (lower P/E ranks higher). Data as of 2026-07-28.

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