PFEB

Innovator U.s. Equity Power

Latest period2024 - Q4Total superinvestors23

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 Innovator U.s. Equity Power (PFEB), 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 Power (PFEB), 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 Power (PFEB) 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 Power (PFEB) 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
Matthew Zienty@Cardinal Point Capital Management Ulc
Recent Activity
0.1%
$570,032
15,490 shares@ 36.8 avg price
Sherod Bigelow@Seros Financial, Llc
Recent Activity
New Position
0.46%
$507,629
14,450 shares@ 35.14 avg price
Andrew J. Swenson@Ars Wealth Advisors Group, Llc
Recent Activity
Decreased -2.4%
0.08%
$525,835
14,289 shares@ 36.8 avg price
Todd J Smallwood@Sugarloaf Wealth Management, Llc
Recent Activity
0.09%
$435,651
11,838 shares@ 36.81 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 33.86%
0.01%
$421,397
11,451 shares@ 36.81 avg price
Jeffrey Jones@Cypress Financial Planning Llc
Recent Activity
0.12%
$304,667
8,279 shares@ 36.8 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
0.01%
$282,989
7,652 shares@ 36.99 avg price
Stacy Fleming@Outlook Wealth Advisors, Llc
Recent Activity
0.08%
$271,694
7,383 shares@ 36.8 avg price
Radha Rai@Global Trust Asset Management, Llc
Recent Activity
0.1%
$257,600
7,000 shares@ 36.8 avg price
Melissa C. Anderson@Pca Investment Advisory Services Inc.
Recent Activity
0.11%
$222,640
6,050 shares@ 36.8 avg price