Innovator Defined Wealth Shield ETF (BALT)
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Defined Outcome ETF (BALT) Hits New 52-Week High
ZACKS· 2026-01-02 16:50
Core Viewpoint - Innovator Defined Wealth Shield ETF (BALT) has reached a 52-week high, increasing by 11.47% from its 52-week low of $30.07 per share, indicating potential for further gains [1] Group 1: Fund Overview - BALT employs an active strategy aimed at capital appreciation and downside protection, targeting returns that match the performance of the SPDR S&P 500 ETF Trust [2] - The fund aims for a 20% buffer every three-month outcome period and charges an annual fee of 69 basis points [2] Group 2: Market Context - The defined outcome ETF sector is gaining attention due to concerns over AI overvaluation and a shift towards broader diversification among investors [3] - There is a growing trend of investors seeking safer investment options, which serves as a tailwind for BALT [3] Group 3: Performance Outlook - BALT is expected to maintain strong performance in the near term, supported by a positive weighted alpha of 7.03, suggesting potential for further rally [4]
Inside Goldman's $2 billion defined-outcome ETF acquisition
Youtube· 2025-12-08 19:48
And Goldman Sachs today making a big bet on ETFs. Let's get to Dom Chu who has today's ETF bet. Hey Dom.>> All right. So Scott go Goldman Sachs announced last Monday that it has agreed to buy Innovator Capital Management, a provider of defined outcome ETFs for roughly $2 billion. So joining me now is Brian Lake.He's the co-head of Third Party Wealth over at Goldman Sachs Asset Management. Brian, this was a very big deal and it just kind of expands the product offerings that Goldman Sachs Asset Management Ga ...