EOCT

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.

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.