Innovator Defined Wealth Shield ETF Price & Performance (BALT)

HighTower Advisors LLC has expanded its holdings in the Innovator Defined Wealth Shield ETF by 3.9% during Q4 2024. The firm now owns 35,515 shares, valued at $1.116 million. This move aligns with a broader trend of institutional interest in defensive ETFs, despite their capped upside potential.12

The Innovator Defined Wealth Shield ETF is set to begin a new outcome period on April 1, 2025. The fund's new cap and buffer levels, which protect against losses but limit gains, will be disclosed on March 31. This strategy continues to attract investors seeking risk mitigation.34

Buffer ETFs like Innovator's Defined Wealth Shield are gaining traction with investors seeking downside protection. However, critics argue these funds often underperform during bull markets. Despite this, proponents highlight their value for retirees and risk-averse investors as an alternative to bonds or cash.52