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Upturn AI SWOT - About
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF (BOUT)
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Upturn Advisory Summary
10/24/2025: BOUT (1-star) is a SELL. SELL since 3 days. Simulated Profits (5.63%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 13.62% | Avg. Invested days 64 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.06 | 52 Weeks Range 31.08 - 42.17 | Updated Date 06/29/2025 |
52 Weeks Range 31.08 - 42.17 | Updated Date 06/29/2025 |
Upturn AI SWOT
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
ETF Overview
Overview
The Innovator IBD Breakout Opportunities ETF (BOUT) seeks capital appreciation by investing in stocks that meet the IBD Breakout Stocks Index methodology, focusing on companies exhibiting strong earnings and price momentum.
Reputation and Reliability
Innovator ETFs is known for its defined outcome ETFs and innovative investment strategies. They are generally considered a reliable issuer.
Management Expertise
Innovator ETFs has a team with expertise in structured products and ETF management.
Investment Objective
Goal
The ETF's goal is to seek capital appreciation by investing in breakout stocks identified by the IBD Breakout Stocks Index methodology.
Investment Approach and Strategy
Strategy: The ETF does not track a traditional market cap weighted index. It follows the IBD Breakout Stocks Index methodology, focusing on stocks with strong growth characteristics.
Composition The ETF primarily holds U.S. equities selected based on the IBD Breakout Stocks Index. Specific sector allocations can vary based on the index methodology.
Market Position
Market Share: Insufficient data is available to accurately determine the market share of BOUT within a specific sector.
Total Net Assets (AUM): 25530000
Competitors
Key Competitors
- IWY (iShares Core U.S. Growth ETF)
- VUG (Vanguard Growth ETF)
- SCHG (Schwab U.S. Large-Cap Growth ETF)
Competitive Landscape
The ETF market is highly competitive. BOUT differentiates itself through its focused investment strategy based on the IBD Breakout Stocks Index. Compared to broad growth ETFs like IWY and VUG, BOUT's targeted approach could provide higher potential returns, but also carries higher risk. BOUT's smaller size might make it less liquid than larger competitors.
Financial Performance
Historical Performance: Historical performance data is readily available from financial websites but should be checked for current values.
Benchmark Comparison: Performance should be compared against the IBD Breakout Stocks Index and similar growth-focused ETFs to evaluate effectiveness.
Expense Ratio: 0.8
Liquidity
Average Trading Volume
The average trading volume of BOUT should be reviewed to ensure sufficient liquidity for trading.
Bid-Ask Spread
The bid-ask spread should be checked to understand the trading costs associated with buying and selling the ETF.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards growth stocks influence the ETF's performance. Changes to IBD breakout criteria could also impact performance.
Growth Trajectory
BOUT's growth trajectory depends on the popularity of its unique IBD-based strategy. Increased investor interest in growth stocks and successful stock selection can contribute to growth.
Moat and Competitive Advantages
Competitive Edge
BOUT's competitive advantage lies in its unique investment approach based on the IBD Breakout Stocks Index methodology. It targets stocks exhibiting strong earnings and price momentum, potentially offering higher returns compared to passively managed growth ETFs. This focus differentiates it from broader growth ETFs, appealing to investors seeking a more active approach. The defined outcome aspect may attract investors looking for risk management tools.
Risk Analysis
Volatility
The volatility of BOUT is expected to be higher than broad market ETFs due to its concentrated focus on growth stocks.
Market Risk
Market risk is inherent in equity investments. Sector-specific risks and company-specific risks also apply to the ETF's holdings. Changes to the IBD breakout methodology could negatively affect results.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking capital appreciation through growth stocks, willing to accept higher volatility, and understands the IBD Breakout Stocks Index methodology.
Market Risk
BOUT is more suitable for active traders or investors with a higher risk tolerance seeking growth potential rather than passive index followers.
Summary
The Innovator IBD Breakout Opportunities ETF aims for capital appreciation by investing in growth stocks identified using the IBD Breakout Stocks Index. Its focused approach can lead to higher potential returns but also higher volatility. Investors should be comfortable with the active management style and understand the underlying index methodology. BOUT is suitable for those with a higher risk tolerance seeking growth through carefully selected breakout stocks. The fund's performance is closely tied to the success of its stock selection process and the overall market sentiment towards growth companies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Innovator ETFs Website
- IBD Website
- Morningstar
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should conduct their own due diligence before investing.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund normally invests at least 80% of its net assets (including borrowings for investment purposes) in the equity securities that comprise the index. The index seeks to provide opportunistic investment exposure to those stocks with the potential to break out, or experience a period of sustained price growth beyond the stock"s recent "resistance level," with consideration for various market conditions. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.