BALT Innovator Defined Wealth Shield ETF
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.
Performance
| 1M | 3M | YTD | 1Y | 3Y ann. | 5Y ann. | |
|---|---|---|---|---|---|---|
| BALT | -0.1% | +0.7% | +4.4% | +6.1% | +7.6% | +6.2% |
| Equity average (4725 funds) | -2.2% | -4.7% | +3008.3% | +1886.0% | +15.1% | +2.6% |
Insider activity in the holdings
Open-market insider buying across this fund’s holdings over 90 days, weighted by holding weight: +$0 net.
No open-market insider buys in the holdings in the last 90 days.
Holdings · as of Nov 13, 2026
| # | Holding | Weight |
|---|---|---|
| 1 | BALT SPY 12/31/2026 1.91 C | 98.55% |
Sector breakdown
Country breakdown
Distributions
No distributions on file.
Members of Congress who disclosed this ETF
No member of Congress has disclosed a trade in BALT in the filings we hold.
Fund facts, prices, performance and distributions: our market-data vendor. Holdings: the vendor and SEC Form N-PORT. Insider and Congress data: InsiderBuying. Last updated Nov 13, 2026. This is historical data, not investment advice. Report a data error