Financial accelerator

Innovator Announces Launch of Second Series of Premium Income Barrier ETFs™ and Upside Caps on Defined Outcome ETFs™

Retrieved on: 
Saturday, July 1, 2023
OCC, ETF, Funding, Barrier option, Outcome, Lovell Minnick Partners, O'Hara, U.S. Treasury, NAV, FLEX, Financial accelerator, Prospectus, Yield, Option, Risk, Distribution, Options Clearing Corporation, Fund, Option style, Life insurance, Security (finance), Barrier

The Outcomes may only be realized by investors who continuously hold Shares from the commencement of the Outcome Period until its conclusion.

Key Points: 
  • The Outcomes may only be realized by investors who continuously hold Shares from the commencement of the Outcome Period until its conclusion.
  • There are material differences between traditional fixed income asset classes and the Innovator Barrier ETFs, which seek to provide a high level of income.
  • The value of fixed income products is tied to the value of the fixed income instruments the products hold.
  • Within a corporate capital structure, equity is generally subordinate to fixed income assets and, as such, carries a higher level of risk than fixed income assets.

Innovator Announces Upside Cap Ranges on 17 Defined Outcome ETFs™ and Listing of Four New Premium Income Barrier ETFs™

Retrieved on: 
Monday, June 26, 2023
OCC, Risk, ETF, Funding, Barrier option, Outcome, Lovell Minnick Partners, O'Hara, U.S. Treasury, NAV, FLEX, Financial accelerator, Prospectus, Yield, Option, Distribution, Options Clearing Corporation, Fund, Option style, Life insurance, Security (finance), Barrier

The Outcomes may only be realized by investors who continuously hold Shares from the commencement of the Outcome Period until its conclusion.

Key Points: 
  • The Outcomes may only be realized by investors who continuously hold Shares from the commencement of the Outcome Period until its conclusion.
  • There are material differences between traditional fixed income asset classes and the Innovator Barrier ETFs, which seek to provide a high level of income.
  • The value of fixed income products is tied to the value of the fixed income instruments the products hold.
  • Within a corporate capital structure, equity is generally subordinate to fixed income assets and, as such, carries a higher level of risk than fixed income assets.

Innovator Announces the Launch of Premium Income Barrier ETFs™

Retrieved on: 
Monday, April 3, 2023
OCC, ETF, Funding, Barrier option, Outcome, Lovell Minnick Partners, Milliman, O'Hara, U.S. Treasury, NAV, FLEX, Consultant, Financial accelerator, Prospectus, Yield, Investment, Risk, Option, Options Clearing Corporation, Fund, Stacker, Option style, Life insurance, Security (finance), Financial adviser, Barrier

There are material differences between traditional fixed income asset classes and the Innovator Barrier ETFs, which seek to provide a high level of income.

Key Points: 
  • There are material differences between traditional fixed income asset classes and the Innovator Barrier ETFs, which seek to provide a high level of income.
  • The value of fixed income products is tied to the value of the fixed income instruments the products hold.
  • Within a corporate capital structure, equity is generally subordinate to fixed income assets and, as such, carries a higher level of risk than fixed income assets.
  • There is no guarantee that the Fund will be successful in its attempt to implement the Barrier.

Innovator Announces Record Year for Defined Outcome ETFs™ as Bonds and Stocks Declined Together, Publishes New Upside Caps for 2023

Retrieved on: 
Tuesday, January 3, 2023
Patent, Flexible, ETF, AUM, Fund, IWM, U.S. International Development Finance Corporation, EOCT, BALT, Research, Financial accelerator, QQQ, SPDR S&P 500 Trust ETF, Volatility, Emerging market, Caps, Trust, Magazine, Treasury, EFA, United States Treasury security, Prospectus, SPDR, IJAN, Calendar, Buffer, Cap, TLT, EEM, Risk, Pioneer, Invesco, KJAN, Financial adviser, Security (finance), Risk management, TSLA, Floor, Growth

**“Buffer” refers to the amount of downside protection the fund seeks to provide, before fees and expenses, over the full Outcome Period.

Key Points: 
  • **“Buffer” refers to the amount of downside protection the fund seeks to provide, before fees and expenses, over the full Outcome Period.
  • Outcome Period is the intended length of time over which the defined outcomes are sought.
  • With $5.7B inflows in 20223, Innovator witnessed record advisor interest in its lineup of Defined Outcome ETFs ™ that use forward-looking investment strategies.
  • Innovator listed 11 ETFs in 2022, most recently including the Equity Managed Floor ETF™ ( SFLR ) and the Gradient Tactical Rotation Strategy ETF ( IGTR) .

Innovator Preps Reset of Defined Outcome ETF™ Lineup for 2023 As Challenging Year for Stocks and Bonds Comes to Close, Announces New Upside Cap Ranges

Retrieved on: 
Friday, December 23, 2022
Patent, Flexible, ETF, AUM, Fund, IWM, U.S. International Development Finance Corporation, EOCT, BALT, Research, Financial accelerator, QQQ, SPDR S&P 500 Trust ETF, Volatility, Emerging market, Caps, Trust, Magazine, Treasury, EFA, United States Treasury security, Prospectus, SPDR, IJAN, Calendar, Buffer, Cap, TLT, EEM, Risk, Pioneer, Invesco, KJAN, Loss, Security (finance), Financial adviser, Risk management, TSLA, Floor, Growth

As a result, the Cap set by each Fund may be higher or lower than the Cap Range.

Key Points: 
  • As a result, the Cap set by each Fund may be higher or lower than the Cap Range.
  • **“Buffer” refers to the amount of downside protection the fund seeks to provide, before fees and expenses, over the full Outcome Period.
  • The Upside Cap above is shown gross of the .175% quarterly (0.69% annual) management fee for BALT.
  • The ETFs simply reset at the end of their designated outcome period and can be held indefinitely.

Defined Outcome ETFs™ Leader Innovator Anticipates No Capital Gains Distributions in 2022

Retrieved on: 
Friday, December 23, 2022
International Development Enterprises, Buffer, Patent, EFA, Financial accelerator, TLT, SPY, EEM, Innovation, Prospectus, Pioneer, ETF, QQQ, AUM, Fund, IWM, Emerging market, Security (finance), Financial adviser, Growth

CHICAGO, Dec. 23, 2022 (GLOBE NEWSWIRE) -- Innovator Capital Management , LLC (Innovator) today announced that the fast-growing exchange-traded fund (ETF) issuer and pioneer of the Defined Outcome ETFs™ anticipates no capital gains distributions for tax year 2022 by any of the 91 ETFs in the Innovator lineup, including its family of 80 Defined Outcome ETFs™ and 6 Managed Outcome ETFs™.

Key Points: 
  • CHICAGO, Dec. 23, 2022 (GLOBE NEWSWIRE) -- Innovator Capital Management , LLC (Innovator) today announced that the fast-growing exchange-traded fund (ETF) issuer and pioneer of the Defined Outcome ETFs™ anticipates no capital gains distributions for tax year 2022 by any of the 91 ETFs in the Innovator lineup, including its family of 80 Defined Outcome ETFs™ and 6 Managed Outcome ETFs™.
  • Furthermore, due to the operational structure of ETFs and the exchange transfer approvals for options, Innovator does not anticipate capital gains distributions for its current lineup going forward.
  • With over $5.5B inflows year-to-date1, Innovator has seen record advisor interest in its lineup of Defined Outcome ETFs ™ that use forward-looking investment strategies.
  • Innovator listed 11 ETFs in 2022, most recently including the Equity Managed Floor ETF™ ( SFLR ) and the Gradient Tactical Rotation Strategy ETF ( IGTR).

Innovator Lists the Gradient Tactical Rotation Strategy ETF (IGTR), a Global Equity Strategy Seeking Systematic Alpha

Retrieved on: 
Thursday, November 17, 2022
Gradient, Growth, NYSE Arca, Lovell Minnick Partners, MBE, RIA, AUM, ADR, ETF, United States Treasury security, Innovation, Virginia High School League, Government, Movement, Prospectus, Business, Southard, Investment, American depositary receipt, Financial accelerator, Emotion, Emerging market, Stacker, Fund, Consultant, Entrepreneurship, Risk management, Bronchopulmonary segment, CFA, Investment banking, Financial adviser, Security (finance), Life insurance, Medical device

CHICAGO, Nov. 17, 2022 (GLOBE NEWSWIRE) -- Innovator Capital Management , LLC (Innovator) today announced the listing of the Innovator Gradient Tactical Rotation Strategy ETF (IGTR) on NYSE Arca.

Key Points: 
  • CHICAGO, Nov. 17, 2022 (GLOBE NEWSWIRE) -- Innovator Capital Management , LLC (Innovator) today announced the listing of the Innovator Gradient Tactical Rotation Strategy ETF (IGTR) on NYSE Arca.
  • The Innovator Gradient Tactical Rotation Strategy ETF will seek to identify the strongest, and avoid the weakest, equity market segments and subsectors globally.
  • Were very excited to be partnering with Gradient to bring their disciplined, tactical approach to global equity investing into the ETF wrapper.
  • Innovator ETFs, Defined Outcome ETF, Buffer ETF, Floor ETF, Stacker ETF, Enhanced ETF, Accelerated ETF, Define Your FutureTM, Leading the Defined Outcome ETF RevolutionTM and other service marks and trademarks related to these marks are the exclusive property of Innovator Capital Management, LLC.

Innovator Launches the Equity Managed Floor ETF™ (SFLR), a Unique Core Portfolio Investment Strategy Designed to Address Tail Risk in Stocks

Retrieved on: 
Wednesday, November 9, 2022
S&P, Risk, RIAS, AUM, Year, Solution, Contract, OCC, CIO, Options Clearing Corporation, Industry, Morgan Stanley, Parametric, Financial accelerator, Prospectus, SEC, CFA, Time, Science, Lovell Minnick Partners, Fund, CEO, Tax, Innovation, Option, Southard, FLEX, Efficiency, ETF, Entrepreneurship, Income, GLOBE, Stacker, NYSE Arca, Treasury, LLC, RIA, Consultant, Security (finance), Financial adviser, Life insurance, Medical device

CHICAGO, Nov. 09, 2022 (GLOBE NEWSWIRE) -- Innovator Capital Management, LLC (Innovator), the Defined Outcome ETFs™ pioneer, today announced the listing of the Innovator Equity Managed Floor ETF™ (SFLR) on NYSE Arca. SFLR seeks to deliver investors U.S. equity upside and income potential, while limiting a shareholder’s potential for maximum loss through a sophisticated options overlay. The fund will be subadvised by Parametric Portfolio Associates LLC (Parametric), a leading provider of systematic investment strategies and custom portfolio solutions.

Key Points: 
  • The fund will be subadvised by Parametric Portfolio Associates LLC (Parametric) ,a leading provider of systematic investment strategies and custom portfolio solutions.
  • Were very excited to be working with Parametric to list the Innovator Equity Managed Floor ETF , a core portfolio product that weve been brainstorming for some time.
  • Through a custom-developed, laddered options strategy, the Innovator Equity Managed Floor ETF will target a maximum loss of approximately 10% on a rolling 12-month basis.
  • The ETF is Innovators first equity Managed Floor ETF and follows Innovators launch of the first fixed income Floor ETF, the Innovator 20+ Year Treasury Bond 5 Floor ETF (TFJL ) in August 2020 .

Innovator Announces Upside Caps for Largest Reset of Defined Outcome ETF™ Lineup to Date Amid Challenging Year for Stocks and Bonds

Retrieved on: 
Monday, October 3, 2022
Pioneer, Volatility, SPDR S&P 500 Trust ETF, SPDR, Innovation, Emerging market, Buffer, Prospectus, EFA, IWM, RIA, Research, Funding, TLT, POCT, EEM, Stacker, EOCT, QQQ, Loss, ETF, Cboe Global Markets, BOCT, AUM, BALT, Time, Magazine, SEC, Income, Year, Fund, Calendar, Risk, Contract, Solution, Trust, Southard, Caps, Industry, Patent, Treasury, Flexible, United States Treasury security, U.S. International Development Finance Corporation, Financial accelerator, Bank, Risk management, Security (finance), Financial adviser, Floor, Growth, TSLA

Investors who purchase shares after the start of an outcome period may be exposed to enhanced risk.

Key Points: 
  • Investors who purchase shares after the start of an outcome period may be exposed to enhanced risk.
  • The ETFs simply reset at the end of their designated outcome period and can be held indefinitely.
  • The Innovator Defined Outcome ETFs cover a large spectrum of domestic and international equities and bonds.
  • Innovators category-creating Defined Outcome ETF family includes Buffer ETFs, Floor ETFs, Accelerated ETFs and Managed Outcome ETFs.

Innovator Preps Largest Reset of Defined Outcome ETF™ Lineup to Date Amid Trying Year for Stocks and Bonds, Announces New Upside Cap Ranges for Coming Year and Quarter

Retrieved on: 
Monday, September 26, 2022
United States Treasury security, EOCT, Caps, Buffer, SPDR S&P 500 Trust ETF, Treasury, Contract, Emerging market, Industry, Southard, AUM, Research, Magazine, Year, EEM, Volatility, Loss, Financial accelerator, U.S. International Development Finance Corporation, Innovation, Time, BOCT, ETF, POCT, SPDR, Trust, Prospectus, SEC, Patent, Cboe Global Markets, Fund, Pioneer, EFA, Risk, IWM, Stacker, XBAP, RIA, BALT, Income, Calendar, Flexible, Solution, TLT, QQQ, Cryptocurrency, Security (finance), Bank, Financial adviser, Insurance, Risk management, TSLA, Growth

As a result, the Cap set by each Fund may be higher or lower than the Average Cap displayed above.

Key Points: 
  • As a result, the Cap set by each Fund may be higher or lower than the Average Cap displayed above.
  • The ETFs simply reset at the end of their designated outcome period and can be held indefinitely.
  • BALT was launched July 1 st , 2021 and will reset for the fifth time at the end of the quarter.
  • Innovators category-creating Defined Outcome ETF family includes Buffer ETFs, Floor ETFs, Accelerated ETFs and Managed Outcome ETFs.