Inn Defined Wealth Shield Mutual Fund (BALT)
BATS BATS Primary Summary
The Numbers Are In: Active ETF Innovation Pulling Big Flows
The ETF ecosystem is broad, and growing almost every day. Hundreds of ETFs launch each year, diversifying the options available to investors and advisors.
Buffer ETF BALT Hits $3 Billion Milestone as Costs Rise
The ETF ecosystem has proved a fertile ground for investing innovation. Each year, numerous strategies launch, embracing the wrapper's flexibility, transparency, and tax efficiency.
Buffer ETFs Give Cash-Shy Investors a Way Back In
With the S&P 500 hovering near 7,500, plenty of investors are sitting on piles of cash, too nervous to put money to work near record highs. That tension was in focus during a May panel hosted by Goldman Sachs Asset Management and Innovator ETFs.
Inn Defined Wealth Shield Mutual Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 38,584 | $1.31M | $1.35M | $40,751.42 | 3.11% |
 Curtis Ellergodt Rothschild Investment LLC | 49,900 | $1.6M | $1.75M | $144,622.54 | 9.01% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 1.24M | $42.38M | $43.36M | $977,052.05 | 2.31% |
 Woodard & Co Asset Management Woodard & Co Asset Management Group Inc. | 276,044 | $8.85M | $9.68M | $830,630.24 | 9.39% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 423,609 | $13.31M | $14.85M | $1.54M | 11.61% |
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Inn Defined Wealth Shield Mutual Fund Profile
| BATS Exchange | US Country |
Overview
The fund is an investment vehicle that dedicates at least 80% of its net assets to investing in FLexible EXchange® Options (FLEX Options) that are tied to the SPDR® S&P 500® ETF Trust (the "Underlying ETF"). FLEX Options are distinguished by their exchange-traded nature and the ability to have their terms customized to fit specific investor needs. Unlike many investment funds that aim to diversify their holdings across a broad range of assets, this fund adopts a non-diversified approach, concentrating its investments in FLEX Options related to a specific underlying ETF, thereby offering a focused investment strategy.
Products and Services
The fund specializes in providing investment opportunities through:
- FLexible EXchange® Options (FLEX Options):
FLEX Options are innovative financial instruments that allow for the exchange-trading of options contracts with customizable terms. This customization can include aspects like the expiration date, strike price, and the underlying assets, among others. The fund capitalizes on these features to provide a tailored investment approach that aligns with its strategic objectives and risk management.
- SPDR® S&P 500® ETF Trust-Based Investment:
The primary focus of the fund's investments is on FLEX Options that reference the SPDR® S&P 500® ETF Trust, which is one of the most well-known ETFs tracking the performance of the S&P 500 Index. This strategy leverages the underlying ETF's exposure to the broad U.S. equity market, aiming to reflect its performance while employing the unique benefits offered by FLEX Options.
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