Innovator Defined Wealth Shield ETF (BALT)
| Assets | $2.03B |
| Expense Ratio | 0.69% |
| PE Ratio | n/a |
| Shares Out | 60.48M |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Ex-Dividend Date | n/a |
| Payout Frequency | n/a |
| Payout Ratio | n/a |
| Volume | 320,400 |
| Open | 33.56 |
| Previous Close | 33.58 |
| Day's Range | 33.56 - 33.65 |
| 52-Week Low | 30.07 |
| 52-Week High | 33.65 |
| Beta | 0.14 |
| Holdings | 6 |
| Inception Date | Jul 1, 2021 |
About BALT
Fund Home PageThe Innovator Defined Wealth Shield ETF (BALT) is an exchange-traded fund that is based on the S&P 500 index. The fund aims to participate in the price movement of the SPDR S&P 500 ETF (ticker: SPY), up to a cap while buffering the first 15-20% decline. The fund resets it's buffer and cap levels every three-months BALT was launched on Jul 1, 2021 and is issued by Innovator.
Performance
BALT had a total return of 6.86% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.13%.
News
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Inside Goldman's $2 billion defined-outcome ETF acquisition
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BALT: Too Conservative, Even For Conservative Investors
The Innovator Defined Wealth Shield ETF offers a 20% downside buffer over a 3-month period, making it extremely conservative. BALT's tight upside cap results in modest returns, lagging significantly d...
BALT: Financial Gymnastics For Little Value; Not Worth It
Innovator Defined Wealth Shield ETF offers 20% downside protection on SPY but severely caps upside, making it a loss mitigation tool rather than a growth vehicle. SPY remains a superior long-term inve...
Time for a buffer? Defined outcome strategies in a down market
Safeguarding against downside risks remains an evergreen strategy for investors this year, with ETFs that offer a "buffer" increasingly in demand.