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BALT — Innovator Defined Wealth Shield ETF

Innovator Defined Wealth Shield ETF (ticker: BALT) is a equity ETF issued by Innovator tracking S&P 500. It was launched on 2021-07-01.

Live Price$34.18
Change0.00%
AUM$2.47B
Expense Ratio0.01%
Avg Volume359,010.526

Returns (Total Return)

PeriodReturn
1 Day0.03%
1 Week0.04%
1 Month0.53%
3 Months1.59%
6 Months2.87%
YTD2.00%
1 Year6.91%
3 Years23.30%
5 Years
10 Years
Since Inception

Top Holdings

#SecuritySymbolWeight
1 SPY 06/30/2025 1.4 C N/A 104.91%
2 SPY 06/30/2025 1.4 C N/A 104.91%
3 SPY 06/30/2025 1.4 C N/A 104.91%
4 SPY 06/30/2025 1.4 C N/A 104.91%
5 SPY 06/30/2025 1.4 C N/A 104.91%
6 SPY 09/30/2025 1.54 C N/A 104.87%
7 SPY 09/30/2025 1.54 C N/A 104.87%
8 SPY 09/30/2025 1.54 C N/A 104.87%
9 SPY 09/30/2025 1.54 C N/A 104.87%
10 SPY 09/30/2025 1.54 C N/A 104.87%

Fund Profile

IssuerInnovator
BrandInnovator
Asset Classequity
StrategyBuy-write
StructureETF
CategoryLarge Cap Blend Equities
SegmentEquity: U.S. - Large Cap
RegionNorth America
Index TrackedS&P 500
Inception Date2021-07-01
Tax on DistributionsOrdinary income

Quick Facts

TickerBALT
Full NameInnovator Defined Wealth Shield ETF
IssuerInnovator
Asset Classequity
Expense Ratio0.01%
AUM$2.47B
Inception2021-07-01
Index TrackedS&P 500

Frequently Asked Questions

What does BALT track?

BALT (Innovator Defined Wealth Shield ETF) tracks S&P 500, a equity benchmark.

What is the expense ratio of BALT?

BALT has an expense ratio of 0.01% per year.

What is the AUM of BALT?

BALT has approximately $2.47B in assets under management.

Does BALT pay a dividend?

BALT distributes income according to its prospectus (Ordinary income tax treatment). Check the dividend history tab for ex-dividend dates and yield.

Who issues BALT?

BALT is issued by Innovator, launched on 2021-07-01.

Open the interactive BALT dashboard for charts, historical fund flows, holdings breakdown and seasonality patterns.