BALT

Inn Defined Wealth Shield

Latest period2026 - Q2Total superinvestors24

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 24 superinvestors own shares of Inn Defined Wealth Shield (BALT), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

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

SuperinvestorPortfolio %Reported Value
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 66.62%
0.35%
$18.024M
525,929 shares@ 34.28 avg price
Jeffrey Dominguez@Dominguez Wealth Management Solutions, Inc.
Recent Activity
Decreased -0.41%
5.15%
$9.341M
272,564 shares@ 34.27 avg price
Greg A. Morton@Financial Designs Corp
Recent Activity
Increased 4.73%
2.29%
$4.271M
124,615 shares@ 34.27 avg price
Samuel Miller@Kraft, Davis & Associates, Llc
Recent Activity
Decreased -4.48%
0.87%
$4.164M
121,444 shares@ 34.29 avg price
Stefanie Boykin@Davenport & Co Llc
Recent Activity
Increased 0.57%
0.02%
$3.79M
110,583 shares@ 34.27 avg price
Andrew Walz@First Heartland Consultants, Inc.
Recent Activity
Increased 140.68%
0.24%
$3.634M
106,050 shares@ 34.28 avg price
Aryn Sands@Focus Financial Network, Inc.
Recent Activity
Increased 15.98%
0.1%
$3.03M
88,416 shares@ 34.27 avg price
Michael Abram@Integral Investment Advisors, Inc.
Recent Activity
Increased 65.77%
0.66%
$2.978M
86,900 shares@ 34.27 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Increased 3.83%
0.21%
$2.841M
82,886 shares@ 34.27 avg price
AUBREY FERNANDO@Signature Estate & Investment Advisors Llc
Recent Activity
Decreased -6.32%
0.05%
$2.464M
71,902 shares@ 34.28 avg price

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