Innovator U.s. Equity Buffer
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, 14 superinvestors own shares of Innovator U.s. Equity Buffer (BDEC), 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 Buffer (BDEC), 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 Buffer (BDEC) 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 Buffer (BDEC) 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
| 0.34% | $23.268M 539,726 shares@ 43.12 avg price | Increased 1363.31% |
Ashleigh Swayze@Bcs Wealth Management
| 0.34% | $1.328M 30,796 shares@ 43.13 avg price | Increased 10.89% |
Erin E Antill@Janney Montgomery Scott Llc
| 0.01% | $888,000 20,593 shares@ 43.13 avg price | Increased 37.68% |
Melissa C. Anderson@Pca Investment Advisory Services Inc.
| 0.35% | $753,002 17,467 shares@ 43.11 avg price | Increased 1.16% |
travis weaver@Weaver Consulting Group
| 0.13% | $398,260 9,238 shares@ 43.12 avg price | Increased 48.19% |