BALT ETF
Innovator Defined Wealth Shield ETF
BALT ETF Overview
BALT ETF (Innovator Defined Wealth Shield ETF) is managed by Innovator ETFs Trust with $2.99B 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 3.64%. The 1-year return is 6.64% and the 5-year return is 6.19%.
BALT top holdings include Spy 09/30/2026 1.87 C (100.3%), Spy 09/30/2026 746.77 P (0.5%), Us Bank Mmda - Usbgfs 9 09/01/2037 (0.5%), Spy 09/30/2026 597.42 P (-0.0%), Cash & Other (-0.4%). 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.