UAUG

Innovator U.s. Equity Ultra

Latest period2024 - Q4Total superinvestors13

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, 13 superinvestors own shares of Innovator U.s. Equity Ultra (UAUG), 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 (UAUG), 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 (UAUG) 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 (UAUG) 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 23.45%
0.75%
$50.954M
1.435M shares@ 35.51 avg price
James Landry@Pallas Capital Advisors Llc
Recent Activity
Decreased -2.72%
0.17%
$3.961M
111,558 shares@ 35.51 avg price
Aryn Sands@Fiduciary Financial Group, Llc
Recent Activity
0.46%
$2.072M
58,579 shares@ 35.38 avg price
Marion Hebert@Central Valley Advisors, Llc
Recent Activity
Decreased -2.37%
0.74%
$1.613M
45,419 shares@ 35.51 avg price
Matthew Keyes@Heritage Wealth Partners, Llc
Recent Activity
Decreased -68.44%
1%
$789,940
22,246 shares@ 35.51 avg price
Amanda J Doran@Advance Capital Management, Inc.
Recent Activity
Decreased -6.46%
0.04%
$723,822
20,384 shares@ 35.51 avg price
Ashleigh Swayze@Bcs Wealth Management
Recent Activity
Decreased -1.25%
0.18%
$700,000
19,706 shares@ 35.53 avg price
Wren Green@Act Advisors, Llc.
Recent Activity
Decreased -57.91%
0.29%
$538,641
15,169 shares@ 35.51 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$500,158
14,278 shares@ 35.03 avg price
Aryn Sands@Accurate Wealth Management, Llc
Recent Activity
Decreased -13.19%
0.08%
$412,229
11,612 shares@ 35.51 avg price