BALT

Inn Defined Wealth Shield

Latest period2024 - Q4Total superinvestors23

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 23 superinvestors own shares of Inn Defined Wealth Shield (BALT), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Inn Defined Wealth Shield (BALT), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Inn Defined Wealth Shield (BALT) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Inn Defined Wealth Shield (BALT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Patrick Hayes@Wealthquest Corp Recent Activity Increased 49.63%	7.88%	$96.77M 3.08M shares@ 31.43 avg price	Increased 49.63%
James Krause@Wealthcare Advisory Partners Llc Recent Activity Increased 6.49%	0.38%	$13.587M 432,418 shares@ 31.43 avg price	Increased 6.49%
Tammi Ellis@Mutual Advisors, Llc Recent Activity Increased 0.04%	0.23%	$7.719M 244,512 shares@ 31.58 avg price	Increased 0.04%
Jeffrey Dominguez@Dominguez Wealth Management Solutions, Inc. Recent Activity Increased 0.54%	4.67%	$6.388M 203,314 shares@ 31.43 avg price	Increased 0.54%
Diane Collins@Rovin Capital Ut Adv Recent Activity Increased 1.5%	0.81%	$2.248M 71,565 shares@ 31.42 avg price	Increased 1.5%
Ashleigh Swayze@Bcs Wealth Management Recent Activity Increased 2.62%	0.34%	$1.358M 43,233 shares@ 31.42 avg price	Increased 2.62%
Doug Baxley@Merit Financial Group, Llc Recent Activity Increased 0.25%	0.02%	$747,827 23,801 shares@ 31.42 avg price	Increased 0.25%
Jackson O'Connor@O'connor Financial Group Llc Recent Activity Increased 1.19%	0.31%	$574,609 18,288 shares@ 31.43 avg price	Increased 1.19%
Jennifer Street@Claro Advisors Llc Recent Activity Increased 61.47%	0.08%	$535,240 17,035 shares@ 31.43 avg price	Increased 61.47%
Todd Penrod@Hbw Advisory Services Llc Recent Activity Increased 8.62%	0.05%	$472,337 15,033 shares@ 31.43 avg price	Increased 8.62%