UJAN

Innovator U.s. Equity Ultra

Latest period2024 - Q4Total superinvestors11

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, 11 superinvestors own shares of Innovator U.s. Equity Ultra (UJAN), 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 Innovator U.s. Equity Ultra (UJAN), 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 Innovator U.s. Equity Ultra (UJAN) 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 Innovator U.s. Equity Ultra (UJAN) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Daren Blonski@Fermata Advisors, Llc
Recent Activity
Decreased -3.52%
3.93%
$21.042M
540,220 shares@ 38.95 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -2%
0.03%
$1.718M
44,120 shares@ 38.95 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$1.544M
40,582 shares@ 38.05 avg price
Aryn Sands@Accurate Wealth Management, Llc
Recent Activity
Increased 4.07%
0.19%
$982,696
25,373 shares@ 38.73 avg price
Peter L. Maltin@Maltin Wealth Management, Inc.
Recent Activity
0.38%
$767,821
19,713 shares@ 38.95 avg price
Marion Hebert@Central Valley Advisors, Llc
Recent Activity
Increased 191.19%
0.34%
$733,467
18,831 shares@ 38.95 avg price
Aryn Sands@City Center Advisors, Llc
Recent Activity
Increased 1.06%
0.58%
$516,243
13,254 shares@ 38.95 avg price
JENNIFER SZARO@Xml Financial, Llc
Recent Activity
Decreased -1.5%
0.04%
$328,894
8,444 shares@ 38.96 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
0.03%
$305,446
7,842 shares@ 38.96 avg price
\Bbecky Mulhern@Fc Advisory Llc
Recent Activity
New Position
0.08%
$217,341
5,580 shares@ 38.95 avg price