IGTR

Innovator$27.75-0.69 (-2.42%)
AUM $54.1MER 0.80%NAV $28.46Holdings 206

Price Chart

Key Statistics

Previous Close

$28.44

Day Range

$27.75$27.88

52-Week Range

$22.35$30.93

Avg Volume

4.3K

Dividend Yield

0.77%

Expense Ratio

0.80%

AUM

$54.1M

Shares Outstanding

2.0M

ETF Grades

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Sector Breakdown

SectorWeight %
Financial Services25.32%
Industrials21.01%
Technology12.18%
Healthcare8.76%
Consumer Cyclical8.75%
Basic Materials8.51%
Energy4.08%
Real Estate3.60%
Consumer Defensive3.52%
Communication Services2.39%
Utilities1.87%
Cash & Others0.01%

Country Allocation

CountryWeight %
Japan20.87%
Canada11.40%
United Kingdom11.38%
France7.59%
Switzerland7.58%
Germany7.08%
Australia6.92%
South Korea6.52%
Netherlands5.00%
Spain3.08%
Sweden2.90%
Hong Kong2.08%
Singapore1.78%
Italy1.44%
Other0.97%
Norway0.79%
Belgium0.72%
Denmark0.67%
Finland0.37%
Luxembourg0.36%
Austria0.32%
Israel0.18%
United States0.00%

Fund Information

Issuer
Innovator
Inception Date
Nov 16, 2022
Exchange
NYSE_ARCA
Description
The Innovator Gradient Tactical Rotation Strategy ETF seeks to provide long term capital appreciation with an objective of providing excess returns over the S&P Global Broad Market Index.

Similar ETFs

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IEFAiShares Core MSCI EAFE ETF$163.44B
VYMVanguard High Dividend Yield ETF$92.30B
IJRiShares Core S&P Small-Cap ETF$91.68B

The Innovator Gradient Tactical Rotation Strategy ETF (IGTR) is an exchange-traded fund issued by Innovator that launched on Nov 16, 2022. It currently manages $54.1M in assets under management. The fund charges an expense ratio of 0.80%. The fund holds 206 securities in its portfolio. It falls under the Financial Services category.

Top 10 holdings represent 13.2% of the fund

RankSymbolNameWeight %SharesMarket Value
1005930.KSSamsung Electronics Co Ltd2.62%10,600$1.4M
2ASML.ASASML Holding NV1.82%729$987K
3000660.KSSK hynix Inc1.30%1,039$701K
4CNQ.TOCANADIAN NAT RES LTD1.21%12,975$651K
5TTE.PATOTAL SE1.11%6,566$598K
6NOVN.SWNovartis AG1.06%3,866$573K
77203.TToyota Motor Corp1.04%26,700$563K
8HSBA.LHSBC Holdings PLC1.04%35,678$561K
9SHEL.LShell PLC1.03%12,001$558K
10AZN.LAstraZeneca PLC1.02%2,898$549K
11QRI.AXQualitas Real Estate Income Fund1.01%498,570$548K
128306.TMitsubishi UFJ Financial Group Inc1.00%31,800$542K
13BHP.AXBHP Group Ltd0.99%15,603$535K
14ROP.SWRoche Holding AG0.98%1,362$528K
15IBE.MCIberdrola SA0.94%22,461$509K
Page 1 of 5

Detailed Returns

PeriodReturnETF
1D
-2.42%
1W
-2.17%
1M
-8.76%
3M
-2.10%
6M
+3.09%
YTD
-2.82%
1Y
+15.75%
3Y
+30.78%
5Y
+10.17%

Moving Averages

20-Day MA

$29.35

Below 20-Day MA
50-Day MA

$29.31

Below 50-Day MA
200-Day MA

$26.69

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$30.93

Current Price

$27.75

52-Week Low

$22.35

$22.35$30.93

Current Yield

0.77%

Annual Dividend

$1.0982

Frequency

1x/year

Last Ex-Date

Dec 31, 2025

Dividend History

Ex-DateAmountPay Date
Dec 31, 2025$0.2241Jan 2, 2026
Dec 31, 2024$0.5880Jan 2, 2025
Dec 28, 2023$0.2113Jan 2, 2024
Dec 29, 2022$0.0748Jan 3, 2023

Dividend Payments Over Time

Category Comparison

MetricIGTRFinancial Services(785 ETFs)Financial Services(67 ETFs)
Fund Info
Expense Ratio0.80%0.68%0.67%
AUM$54.1M$3.07B$985.4M
Dividend Yield0.77%4.62%3.78%
Avg Volume4.3K1.2M1.1M
Holdings206279166
Performance
1-Month Return-8.76%-6.01%-7.47%
6-Month Return+3.67%-2.46%-1.97%
YTD Return-1.70%-2.34%-4.05%
1-Year Return+14.62%+7.88%+12.05%

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