PSEP

Innovator U.s. Equity Power

Latest period2024 - Q4Total superinvestors24

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, 24 superinvestors own shares of Innovator U.s. Equity Power (PSEP), 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 (PSEP), 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 (PSEP) 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 (PSEP) 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 11.78%
0.51%
$34.98M
894,965 shares@ 39.09 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.02%
$6.215M
161,295 shares@ 38.54 avg price
Jonathan Yarger@Yarger Wealth Strategies, Llc
Recent Activity
Decreased -9.62%
3.09%
$5.344M
136,722 shares@ 39.09 avg price
Stacy Fleming@Outlook Wealth Advisors, Llc
Recent Activity
Decreased -26.7%
0.89%
$3.078M
78,755 shares@ 39.09 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -5.44%
0.01%
$2.199M
56,249 shares@ 39.1 avg price
Daniel Cesta@Pinnacle Wealth Management Group, Inc.
Recent Activity
1.09%
$1.735M
44,385 shares@ 39.09 avg price
Janine Osterink@Advisory Alpha, Llc
Recent Activity
Decreased -0.66%
0.05%
$1.397M
35,747 shares@ 39.09 avg price
Ashleigh Swayze@Bcs Wealth Management
Recent Activity
Decreased -1.59%
0.35%
$1.373M
35,140 shares@ 39.08 avg price
Todd J Smallwood@Sugarloaf Wealth Management, Llc
Recent Activity
Decreased -0.76%
0.21%
$1.085M
27,763 shares@ 39.09 avg price
Jeffrey Jones@Cypress Financial Planning Llc
Recent Activity
Decreased -3.17%
0.38%
$1.011M
25,871 shares@ 39.09 avg price