Buffered & Defined Outcome ETFs

BALT Innovator Defined Wealth Shield ETF

Innovator · Options on SPY · since 2021

A 20% quarterly buffer, the deepest protection in the lineup, with a correspondingly low cap.

Expense ratio
0.69%
AUM
$1.4B
Dividend yield
0.0%
1Y return
+5.6%
3Y ann.
+5.9%
5Y ann.
10Y ann.
All-time ann.

Top holdings

  • SPY long call options96.00%
  • SPY put spread3.00%

5 total holdings · 100.0% in the top 10

Other buffered & defined outcome funds