ETFs › BALT

Innovator Defined Wealth Shield ETF (BALT)

defined-outcome options-strategy risk-management

BALT offers a unique approach to capital preservation, aiming to provide a buffer against the first 20% of losses in the SPDR S&P 500 ETF Trust over a 3-month outcome period. It uses a sophisticated options strategy to achieve this goal. This ETF may appeal to risk-averse investors seeking downside protection with some upside potential.

Key Info

AUM $185.3M
Expense Ratio 0.69%
Inception Date July 1, 2021
Distribution Frequency Quarterly
Weighting Method Options-Based
Number of Holdings 4
Tracking Index N/A

See Also

PPUT SWAN BUFR

Last updated: September 11, 2024