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, 16 superinvestors own shares of Innovator U.s. Equity Buffer (BSEP), 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 (BSEP), 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 (BSEP) 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 (BSEP) 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 |
---|---|---|---|
Peter L. Maltin@Maltin Wealth Management, Inc.
| 0.56% | $1.128M 26,287 shares@ 42.91 avg price | Decreased -0.73% |
James Danko@Fragasso Financial Advisors Inc
| 0.07% | $870,905 20,300 shares@ 42.91 avg price | Decreased -14.46% |
Ashleigh Swayze@Bcs Wealth Management
| 0.15% | $599,000 13,958 shares@ 42.92 avg price | Decreased -2.9% |
Erin E Antill@Janney Montgomery Scott Llc
| 0.01% | $560,000 13,053 shares@ 42.91 avg price | Decreased -4.7% |
Randall Eli Joseph@Secure Asset Management, Llc
| 0.08% | $484,641 11,297 shares@ 42.9 avg price | Decreased -0.57% |
Amy King@Kathmere Capital Management, Llc
| 0.02% | $202,496 4,720 shares@ 42.91 avg price | Decreased -3.81% |
Todd J Smallwood@Sugarloaf Wealth Management, Llc
| 0.03% | $126,909 2,958 shares@ 42.91 avg price | Decreased -5.1% |