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Innovator ETFs Trust (SPUT)
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Upturn Advisory Summary
06/30/2025: SPUT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type ETF | Historic Profit 0.7% | Avg. Invested days 5 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 22.43 - 26.03 | Updated Date 06/6/2025 |
52 Weeks Range 22.43 - 26.03 | Updated Date 06/6/2025 |
Upturn AI SWOT
Innovator ETFs Trust
ETF Overview
Overview
Innovator ETFs Trust offers defined outcome ETFs, aiming to provide specific downside protection and upside participation over a defined period. They are often based on indexes like the S&P 500, offering structured exposure with caps and buffers.
Reputation and Reliability
Innovator ETFs is a relatively new issuer specializing in defined outcome ETFs, with a focus on innovative investment strategies. They are gaining recognition for their unique product offerings.
Management Expertise
The management team at Innovator ETFs possesses expertise in derivatives and structured products, crucial for managing defined outcome ETFs.
Investment Objective
Goal
To provide investors with defined levels of downside protection and upside participation in the market, typically over a one-year period.
Investment Approach and Strategy
Strategy: These ETFs use flexible exchange options to achieve specific investment outcomes tied to the performance of an underlying index like the S&P 500, including capped upside and downside buffers.
Composition The ETFs primarily hold Flexible Exchange Options (FLEX Options) on the underlying index, which allow for the creation of defined outcome strategies.
Market Position
Market Share: Insufficient data available to provide an accurate market share percentage.
Total Net Assets (AUM): Data on exact AUM is variable based on the individual Innovator ETF; several of the firm's ETFs have assets exceeding $100 million.
Competitors
Key Competitors
- FTXO
- FLQM
- BJAN
- BSEP
Competitive Landscape
The defined outcome ETF market is relatively new and competitive. Innovator ETFs have an advantage being the first to market with many of these products. Competitors are replicating the defined outcome strategies. The main differences are in the upside cap, downside protection and underlying index.
Financial Performance
Historical Performance: Historical performance varies significantly between different Innovator ETFs depending on their specific defined outcome and the period analyzed. Performance is closely tied to the underlying index performance.
Benchmark Comparison: Performance is generally benchmarked against the underlying index (e.g., S&P 500) but with adjustments for the defined outcome strategy, including caps and buffers.
Expense Ratio: Expense ratios typically range from 0.49% to 0.79%, depending on the specific fund.
Liquidity
Average Trading Volume
Average trading volume varies significantly among Innovator ETFs, with some funds exhibiting higher liquidity than others.
Bid-Ask Spread
The bid-ask spread is typically wider than traditional index ETFs due to the complexity of the underlying options strategies.
Market Dynamics
Market Environment Factors
Market conditions, volatility, and interest rates significantly impact Innovator ETFs. These factors influence the pricing and effectiveness of the options contracts used in the strategies.
Growth Trajectory
Innovator ETFs' growth is linked to investor demand for downside protection and defined outcome strategies. Their assets under management have been increasing with greater investor awareness.
Moat and Competitive Advantages
Competitive Edge
Innovator ETFsu2019 competitive edge lies in their first-mover advantage and specialization in defined outcome ETFs. Their product line is focused and innovative, allowing them to gain early traction. They have a well-defined and understandable approach to structured products. The specific defined outcome strategies and relationships with option providers also serve as competitive advantages.
Risk Analysis
Volatility
Volatility is dependent on the specific fund and the risk parameters defined within the investment strategy.
Market Risk
The primary market risk is tied to the performance of the underlying index and the effectiveness of the options strategy to achieve the defined outcome. There are also risks related to the complexity of the options market.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking a specific level of downside protection with a known range of potential returns over a defined period. These ETFs can be helpful for those seeking more conservative investment options or want to limit losses during market downturns.
Market Risk
Innovator ETFs are suitable for both long-term investors seeking a specific risk profile and active traders who want to manage market exposure over defined periods.
Summary
Innovator ETFs Trust offers a suite of defined outcome ETFs designed to provide specific downside protection and upside potential. They use options strategies tied to indexes such as the S&P 500 to achieve these objectives. These ETFs are useful for investors seeking to manage risk within a clearly defined range, however they do require more in-depth understanding than a typical ETF. Their success depends on market conditions and the accuracy of the options strategies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Innovator ETFs website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Market conditions can change rapidly, and past performance is not indicative of future results.
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
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund ("ETF") that, under normal market circumstances, seeks to provide current income while maintaining capital appreciation. It will invest at least 80% of its net assets (including borrowings for investment purposes) in equity securities and financial instruments that give economic exposure to equity securities through a daily put-write options strategy. It 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.