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
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -1.61%
0.04%
$12.643M
343,568 shares@ 36.8 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -10.54%
0.08%
$5.271M
143,243 shares@ 36.8 avg price
Ashleigh Swayze@Bcs Wealth Management
Recent Activity
Decreased -1.05%
1.22%
$4.898M
133,101 shares@ 36.8 avg price
travis weaver@Weaver Consulting Group
Recent Activity
Decreased -1.03%
1.18%
$3.821M
103,825 shares@ 36.81 avg price
Jonathan Yarger@Yarger Wealth Strategies, Llc
Recent Activity
Decreased -1.18%
1.81%
$3.123M
84,872 shares@ 36.8 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Decreased -21.57%
0.12%
$2.047M
55,420 shares@ 36.94 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$1.711M
47,482 shares@ 36.05 avg price
Kelley Leland@Gill Capital Partners, Llc
Recent Activity
Decreased -11.4%
0.5%
$1.382M
37,559 shares@ 36.8 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Decreased -12.98%
0.03%
$1.092M
29,674 shares@ 36.8 avg price
Daniel Cesta@Pinnacle Wealth Management Group, Inc.
Recent Activity
0.44%
$700,341
19,031 shares@ 36.81 avg price