BALT ETF
Innovator Defined Wealth Shield ETF
BALT ETF Overview
BALT ETF (Innovator Defined Wealth Shield ETF) is managed by Innovator ETFs Trust with $3.15B in net assets. BALT expense ratio is 0.69%, holding 18 positions across various sectors. Inception date: 2021-06-30.
BALT performance shows a YTD return of 4.18%. The 1-year return is 6.47% and the 5-year return is 6.19%.
BALT top holdings include SPY 12/31/2026 1.91 C (100.4%), SPY 12/31/2026 762.63 P (2.1%), Us Bank Mmda - Usbgfs 9 09/01/2037 (0.2%), Cash & Other (-0.1%), SPY 12/31/2026 610.1 P (-0.3%). Go to all BALT holdings, BALT sectors, or BALT dividends.
BALT can be compared against other funds. Use BALT overlap to find shared positions, or BALT vs another fund for a side-by-side view. BALT alternatives are available via the screener, along with tax-loss harvesting opportunities.