(BALT) Innovator Defined Wealth - Overview
ETF Category: Defined Outcome | Exchange: BATS (USA) | Market Cap: 2.463m USD | Total Return: 7.1% in 12m
Avg Turnover: 10.3M
Warnings
No concerns identified
Tailwinds
Supp Ema8, Supp Ema20
The Innovator Defined Wealth Shield ETF (BALT) is a non-diversified exchange-traded fund that allocates at least 80% of its net assets to instruments providing exposure to the SPDR S&P 500 ETF Trust (SPY). This fund operates within the defined outcome category, a sector of the investment industry that utilizes options strategies to provide investors with specific risk-mitigation buffers or pre-defined return profiles over a set outcome period.
The business model relies on laddering or managing customized options contracts to hedge against market volatility while maintaining a connection to large-cap U.S. equity performance. Defined outcome funds have seen increased adoption among risk-averse investors seeking to participate in equity growth while limiting potential downside exposure during contractionary cycles. For a more detailed breakdown of these risk-management metrics, consider reviewing the comprehensive data available on ValueRay.
- S&P 500 price volatility impacts demand for defined outcome buffer strategies
- Interest rate fluctuations alter the pricing of underlying FLEX option contracts
- Equity market downturns drive capital inflows toward downside protection vehicles
- Options market liquidity affects the execution and roll costs of fund holdings
- Investor sentiment regarding equity risk premiums influences total net asset growth
As of June 01, 2026, the stock is trading at USD 34.15 with a total of 372,520 shares traded.
Over the past week, the price has changed by +0.09%,
over one month by +0.50%,
over three months by +1.13% and
over the past year by +7.09%.
Innovator Defined Wealth has no consensus analysts rating.