Defined Outcome · BATS · USD · Data as of 2026-07-30
AUM
$2.57B
Expense ratio
0.69%
Yield
0.00%
YTD return
+2.25%
Last price
$34.24
Thematic Sector · Coverage 63% · medium
Today
46.6
Outlook
52.2
Block A (composite-derived)
57.4
Block C (market behavior)
42.5
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
57.4
Coverage 63% · medium
Liquidity
91.3
Expenses
45.0
Performance
30.4
Volatility
98.7
Dividend
3.6
Concentration
—
Smart Money
—
Activist
—
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
Innovator Defined Wealth Shield ETF (BALT) is an exchange-traded fund from Innovator ETFs in the Mixed asset class. Launched in 2021. Assets under management: 2,416,310,272.
Bullish Whales composite rating: 57 out of 100. Evidence coverage 63% across 5 of 8 axes. Strongest axes: volatility, liquidity, expenses.
Annualized one-year realized volatility 2%, classified low. Weakest axes: dividend, performance.
etf_composite_score_current · composite_score, confidence, coverage_pct, dividend_score, expenses_score, liquidity_score, performance_score, volatility_scoreetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, ticker, volatility_1yInn Defined Wealth Shield Mutual Fund is a collective investment vehicle designed to offer capital appreciation and income generation. Functioning as a mutual fund, its primary purpose is to pool money from multiple investors to invest in a diversified portfolio of financial instruments, including stocks, bonds, and other securities. Managed by a team of financial professionals, this fund focuses on balancing risk and return by creating a well-rounded investment strategy. Targeting both individual and institutional investors, the Inn Defined Wealth Shield Mutual Fund aims to cater to those seeking a blend of growth and income, while managing market volatility. It typically invests across various sectors such as technology, healthcare, and consumer goods, thus providing exposure to different economic segments and reducing sector-specific risks. With its strategic asset allocation and expert management, the fund plays a significant role in offering investors a mechanism for diversification and potential stabilization of returns over the long term in the financial market.
30-day change
$104.25M
90-day change
—
Current AUM: $2,567,419,904. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for BALT are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.