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, 18 superinvestors own shares of Innovator U.s. Equity Buffer (BOCT), 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 (BOCT), 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 (BOCT) 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 (BOCT) 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 |
---|---|---|---|
Radha Rai@Global Trust Asset Management, Llc
| 0.2% | $501,410 11,600 shares@ 43.23 avg price | Decreased -15.32% |
JENNIFER SZARO@Xml Financial, Llc
| 0.05% | $481,254 11,134 shares@ 43.23 avg price | Increased 5.11% |
Stacy Fleming@Outlook Wealth Advisors, Llc
| 0.09% | $285,977 6,616 shares@ 43.23 avg price | New Position |
Eric Duncan@Wealth Enhancement Advisory Services, Llc
| 0.01% | $276,223 6,507 shares@ 42.46 avg price | |
travis weaver@Weaver Consulting Group
| 0.07% | $215,563 4,987 shares@ 43.23 avg price | |
Timothy Monaco@Sugar Maple Asset Management, Llc
| 0.08% | $101,708 2,353 shares@ 43.23 avg price | New Position |
Steve Corless@Advisornet Financial, Inc
| 0.01% | $49,320 1,141 shares@ 43.23 avg price | |
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
| 0.02% | $19,000 458 shares@ 41.49 avg price |