BSEP

Innovator U.s. Equity Buffer

Latest period2024 - Q4Total superinvestors16

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 22.39%
0.31%
$20.92M
487,623 shares@ 42.91 avg price
Brooks Slaughter@Richard P Slaughter Associates Inc
Recent Activity
Increased 20.38%
1.44%
$6.42M
149,655 shares@ 42.91 avg price
Peter L. Maltin@Maltin Wealth Management, Inc.
Recent Activity
Decreased -0.73%
0.56%
$1.128M
26,287 shares@ 42.91 avg price
Stacy Fleming@Outlook Wealth Advisors, Llc
Recent Activity
Increased 11.89%
0.27%
$912,090
21,260 shares@ 42.91 avg price
James Danko@Fragasso Financial Advisors Inc
Recent Activity
Decreased -14.46%
0.07%
$870,905
20,300 shares@ 42.91 avg price
Daniel Cesta@Pinnacle Wealth Management Group, Inc.
Recent Activity
0.41%
$656,825
15,310 shares@ 42.91 avg price
Ashleigh Swayze@Bcs Wealth Management
Recent Activity
Decreased -2.9%
0.15%
$599,000
13,958 shares@ 42.92 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -4.7%
0.01%
$560,000
13,053 shares@ 42.91 avg price
Randall Eli Joseph@Secure Asset Management, Llc
Recent Activity
Decreased -0.57%
0.08%
$484,641
11,297 shares@ 42.9 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
0.02%
$286,197
6,671 shares@ 42.91 avg price