USEP

Innovator U.s. Equity Ultra

Latest period2024 - Q4Total superinvestors11

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, 11 superinvestors own shares of Innovator U.s. Equity Ultra (USEP), 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 (USEP), 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 (USEP) 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 (USEP) 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
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 57%
0.45%
$30.556M
868,157 shares@ 35.2 avg price
Marion Hebert@Central Valley Advisors, Llc
Recent Activity
Decreased -1.64%
0.95%
$2.073M
58,904 shares@ 35.2 avg price
Aryn Sands@Fiduciary Financial Group, Llc
Recent Activity
0.19%
$850,380
24,257 shares@ 35.06 avg price
Jackson O'Connor@O'connor Financial Group Llc
Recent Activity
Increased 2.01%
0.25%
$474,652
13,486 shares@ 35.2 avg price
Stacy Fleming@Outlook Wealth Advisors, Llc
Recent Activity
Decreased -0.02%
0.13%
$441,955
12,557 shares@ 35.2 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$390,130
11,230 shares@ 34.74 avg price
Daren Blonski@Fermata Advisors, Llc
Recent Activity
Decreased -0.15%
0.07%
$325,034
9,235 shares@ 35.2 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
0.01%
$317,291
9,015 shares@ 35.2 avg price
Aryn Sands@Accurate Wealth Management, Llc
Recent Activity
Increased 5.57%
0.06%
$291,914
8,286 shares@ 35.23 avg price
\Bbecky Mulhern@Fc Advisory Llc
Recent Activity
0.09%
$241,514
6,862 shares@ 35.2 avg price