BATS:BALT Innovator Defined Wealth Shield ETF (BALT) Price, Holdings, & News → The system that called 2023’s top 7 stocks is at it again… (From WealthPress) (Ad) Free BALT Stock Alerts $29.10 +0.11 (+0.38%) (As of 04/23/2024 ET) Add Compare Share Share Today's Range$29.04▼$29.1050-Day Range$28.93▼$29.2652-Week Range N/AVolume112,384 shsAverage VolumeN/AMarket Capitalization$608.19 millionAssets Under Management$631.04 millionDividend YieldN/ANet Expense Ratio0.69% Stock AnalysisStock AnalysisChartHoldingsOwnershipStock AnalysisChartHoldingsOwnership Get Innovator Defined Wealth Shield ETF alerts: Email Address About Innovator Defined Wealth Shield ETFThe Innovator Defined Wealth Shield ETF (BALT) is an exchange-traded fund that is based on the SPDR S&P 500 ETF Trust index. The fund aims for specific buffered losses and capped gains on the SPDR S&P 500 ETF over a three-month outcome period. The actively managed fund holds flex options. BALT was launched on Jul 1, 2021 and is managed by Innovator.Read More BALT Stock Price History View Price History Chart DataSkip Price History Chart 30 days | 90 days | 365 days | Advanced Chart BALT ETF News HeadlinesFebruary 25, 2024 | benzinga.comInnovator Growth Accelerated Plus ETF - October (BATS:QTOC) Dividends: History, Yield and DatesDecember 24, 2023 | msn.comGot $1,000 to Invest in Stocks? Put It in This ETFApril 24, 2024 | Crypto Swap Profits (Ad)He Is Giving Away BitcoinAnd my special guest is willing to give you $10 in Bitcoin (BTC) if you take it seriously. Right now is a very important time to pay attention to what we are doing and what is happening. If you wait... it will be too late. This week we are holding several workshops and if you attend and pay attention my special guest is going to send you $10 in Bitcoin.December 15, 2023 | msn.com1 Unstoppable Vanguard ETF That Could Double Your Money in 2024 and BeyondOctober 5, 2023 | msn.comHere’s where ETF investors could turn to hide as Treasurys sell-off upends U.S. stocksJune 24, 2023 | morningstar.comInnovator US Eq Acclrtd 9 Bffr ETF JulJune 15, 2023 | seekingalpha.comEPRF Innovator S&P Investment Grade Preferred ETFApril 12, 2023 | msn.comTime for a buffer? Defined outcome strategies in a down marketApril 24, 2024 | Crypto Swap Profits (Ad)He Is Giving Away BitcoinAnd my special guest is willing to give you $10 in Bitcoin (BTC) if you take it seriously. Right now is a very important time to pay attention to what we are doing and what is happening. If you wait... it will be too late. This week we are holding several workshops and if you attend and pay attention my special guest is going to send you $10 in Bitcoin.April 1, 2023 | money.usnews.comInnovator S&P 500 Buffer ETF Apr NewSee More Headlines Receive BALT Stock News and Ratings via Email Sign-up to receive the latest news and ratings for Innovator Defined Wealth Shield ETF and its competitors with MarketBeat's FREE daily newsletter. Email Address Fund Details IssuerInnovator Capital Management Fund NameInnovator Defined Wealth Shield ETF Tax ClassificationRegulated Investment Company Stock ExchangeBATSCurrent SymbolBATS:BALT Inception Date6/30/2021 Fund ManagerRobert T. Cummings, Yin Bhuyan WebN/A PhoneN/AFund Focus Asset ClassEquity BenchmarkN/A CategorySize and Style FocusLarge Cap Development LevelDeveloped Markets RegionNorth America Number of Holdings5 Fund Statistics Assets Under Management$631.69 million Average Daily Volume$0.00 Discount/Premium-0.02% Administrator, Advisor and Custodian AdministratorU.S. Bancorp Fund Services, LLC AdvisorInnovator Capital Management, LLC CustodianU.S. Bank, N.A. DistributorForeside Fund Services, LLC Transfer AgentU.S. Bancorp Fund Services, LLC TrusteeN/A Lead Market MakerCitadel Options OptionableOptionable Options Volume2 Put Options0 Call Options2 Miscellaneous Outstanding Shares20,900,000Beta0.10 Creation Unit25,000 5G Stocks: The Path Forward is ProfitableClick the link below and we'll send you MarketBeat's guide to investing in 5G and which 5G stocks show the most promise. Get This Free Report Ad Wealthpin ProOne trade. One ticker. One week. 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Innovator Defined Wealth Shield ETF ExpensesTypeBALTLarge Cap ETFsEquity ETFsBATS ETFsAll ETFsManagement Fee0.69%0.57%0.54%0.56%0.51%Other Expenses0.00%0.29%0.54%0.51%0.58%Total Expense0.69%0.63%0.70%0.68%0.70%Fee Waiver0.00%-0.19%-0.55%-0.34%-0.57%Net Expense0.69%0.61%0.60%0.63%0.58% Innovator Defined Wealth Shield ETF (BALT) HoldingsTop 6 BALT HoldingsOption on SPDR® S&P 500 ETF TrustHolding Weight: 96.58%Option on SPDR® S&P 500 ETF TrustHolding Weight: 3.27%Deposits With Broker For Short PositionsHolding Weight: 0.98%U.S. Bank Money Market Deposit AccountHolding Weight: 0.15%Option on SPDR® S&P 500 ETF TrustHolding Weight: -0.23%Option on SPDR® S&P 500 ETF TrustHolding Weight: -0.75%Full Holdings Details Similar ETFsDirexion Daily S&P 500 Bear 3X SharesNYSEARCA:SPXSProShares UltraPro Dow30NYSEARCA:UDOWFT Vest U.S. Equity Buffer ETF JulyBATS:FJULProShares Short QQQNYSEARCA:PSQSPDR Russell 1000 Low Volatility Focus ETFNYSEARCA:ONEVInstitutional OwnershipCapasso Planning Partners LLCBought 8,503 shares on 4/24/2024Ownership: 0.282%Milestone Asset Management LLCSold 2,487,056 shares on 4/23/2024Ownership: 2.044%Raymond James Financial Services Advisors Inc.Bought 34,855 shares on 4/23/2024Ownership: 0.497%Wealth Advisory Solutions LLCBought 14,691 shares on 4/23/2024Ownership: 0.070%Strategic Blueprint LLCBought 12,615 shares on 4/23/2024Ownership: 0.060%View All Institutional Transactions BALT ETF - Frequently Asked Questions How have BALT shares performed in 2024? Innovator Defined Wealth Shield ETF's stock was trading at $28.57 at the start of the year. Since then, BALT stock has increased by 1.9% and is now trading at $29.10. View the best growth stocks for 2024 here. What does BALT invest in? Innovator Defined Wealth Shield ETF is a equity fund issued by Innovator Capital Management. BALT focuses on large cap investments. The fund's investments total to approximately $631.04 million assets under management. What is the management fee for Innovator Defined Wealth Shield ETF? Innovator Defined Wealth Shield ETF's management fee is 0.69% and has no other recorded expenses or fee waivers. The net expense ratio for BALT is 0.69%. Who are Innovator Defined Wealth Shield ETF's major shareholders? Innovator Defined Wealth Shield ETF's stock is owned by a variety of retail and institutional investors. Top institutional investors include Brookstone Capital Management (4.51%), Milestone Asset Management LLC (2.04%), Sunbelt Securities Inc. (2.56%), Wealthcare Advisory Partners LLC (1.66%), CRA Financial Services LLC (1.00%) and Dominguez Wealth Management Solutions Inc. (0.94%). How do I buy shares of Innovator Defined Wealth Shield ETF? Shares of BALT stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. Compare Top Brokerages Here. This page (BATS:BALT) was last updated on 4/24/2024 by MarketBeat.com Staff From Our PartnersThis Apple-like Innovator is Revolutionizing HealthcareWall Street Startop AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)Traders AgencyDid You Get Your Free Bitcoin Yet?Crypto Swap ProfitsBitcoin Rockets To Record High But Buy THIS InsteadParadigm PressThe #1 Crypto for 2024InvestorPlaceDon’t Miss Out on the AI Gold Rush That’s Just Getting StartedBanyan Hill PublishingPrepare for a recession unlike any otherAmerican Hartford Gold GroupExposed: How Big Banks Plan to Chain Your Wealth with Digital DollarsGoldenCrest Metals Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Innovator Defined Wealth Shield ETF Please log in to your account or sign up in order to add this asset to your watchlist. 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