Innovator U.s. Equity Ultra
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, 8 superinvestors own shares of Innovator U.s. Equity Ultra (UFEB), 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 (UFEB), 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 (UFEB) 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 (UFEB) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Matt Lovett@Brookstone Capital Management
| 0.03% | $1.665M 50,058 shares@ 33.28 avg price | Decreased -12.65% |
Eric Duncan@Wealth Enhancement Advisory Services, Llc
| 0.01% | $779,008 23,940 shares@ 32.55 avg price | |
Aryn Sands@Fiduciary Financial Group, Llc
| 0.18% | $792,947 23,800 shares@ 33.32 avg price | |
Daren Blonski@Fermata Advisors, Llc
| 0.07% | $359,948 10,819 shares@ 33.27 avg price | |
Marion Hebert@Central Valley Advisors, Llc
| 0.16% | $332,502 9,994 shares@ 33.28 avg price | Decreased -9.14% |
Todd J Smallwood@Sugarloaf Wealth Management, Llc
| 0.01% | $26,616 800 shares@ 33.27 avg price | |
Radha Rai@Global Trust Asset Management, Llc
| 0.01% | $1,664 50 shares@ 33.28 avg price | |
Steve Corless@Advisornet Financial, Inc
| 0.01% | $1,497 45 shares@ 33.27 avg price | Decreased -10% |