Innovator Defined Wealth Shield ETF (BALT) Dividend Yield, History & Forecast

Innovator Defined Wealth Shield ETF (BALT) is an exchange-traded fund (ETF) listed on the Chicago Board Options Exchange. market capitalization is approximately $2.75B.

BALT fund composition

BALT holds 6 positions. It charges an expense ratio of 0.69%, and manages $2.78B.

Sector allocation

Technology37.9%Financial Services11.7%Communication Services10.0%Consumer Cyclical9.6%Healthcare9.1%Industrials8.4%Consumer Defensive4.6%Energy3.0%Other5.8%

Frequently Asked Questions about Innovator Defined Wealth Shield ETF (BALT)

What does Innovator Defined Wealth Shield ETF invest in?
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.