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, 5 superinvestors own shares of Innovator U.s. Equity Ultra (UNOV), 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 (UNOV), 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 (UNOV) 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 (UNOV) 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
| 0.47% | $32.19M 929,814 shares@ 34.63 avg price | Increased 1089.56% |
Marion Hebert@Central Valley Advisors, Llc
| 0.8% | $1.744M 50,381 shares@ 34.63 avg price | Increased 223.77% |
Daren Blonski@Fermata Advisors, Llc
| 0.07% | $349,766 10,103 shares@ 34.63 avg price | New Position |
\Bbecky Mulhern@Fc Advisory Llc
| 0.1% | $270,625 7,817 shares@ 34.63 avg price | New Position |
Steve Corless@Advisornet Financial, Inc
| 0.01% | $97,905 2,828 shares@ 34.62 avg price | New Position |