Innovator Defined Wealth Shield ETF (BALT) Research

The Innovator Defined Wealth Shield ETF is engineered to replicate the gains of the SPDR S&P 500 ETF Trust (SPY), up to a specified maximum, while also providing a degree of safeguard against market downturns. It aims to absorb the first 20% of losses for investors over each three-month outcome period. This ETF is suitable for long-term holding, as its protective mechanisms reset quarterly after every outcome period.

Market snapshot

Symbol
BALT
Price
$34.25
Day change
+0.15%
Market cap
$2.5B
52-week range
32-34.25
Sector
Financial Services
Industry
Asset Management - Cryptocurrency

Peer companies

  • Dimensional - US Sustainability Core 1 ETF (DFSU)
  • Invesco S&P 100 Equal Weight ETF (EQWL)
  • iShares MSCI Australia ETF (EWA)
  • iShares U.S. Consumer Discretionary ETF (IYC)
  • iShares U.S. Industrials ETF (IYJ)
  • JPMorgan U.S. Momentum Factor ETF (JMOM)
  • Innovator U.S. Equity Power Buffer ETF (PAUG)
  • Innovator U.S. Equity Power Buffer ETF (PJAN)

Recent insider activity

  • WOBENSMITH JOHN C — D-Return (914968 shares) on 2015-07-17
  • PERRIN HARRY A — D-Return (49205 shares) on 2015-07-17
  • GEORGIOPOULOS PETER C — D-Return (1957871 shares) on 2015-07-17
  • MAVROLEON BASIL G — D-Return (34205 shares) on 2015-07-17
  • Gallogly Mark T — J-Other (2452675 shares) on 2015-07-17

Open Innovator Defined Wealth Shield ETF (BALT) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.