UJUL

Innovator U.s. Equity Ultra

Latest period2024 - Q4Total superinvestors11

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, 11 superinvestors own shares of Innovator U.s. Equity Ultra (UJUL), 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 (UJUL), 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 (UJUL) 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 (UJUL) 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
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$4.508M
132,950 shares@ 33.92 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -93.04%
0.03%
$1.377M
39,924 shares@ 34.5 avg price
Aryn Sands@Fiduciary Financial Group, Llc
Recent Activity
0.23%
$1.037M
30,156 shares@ 34.38 avg price
Marion Hebert@Central Valley Advisors, Llc
Recent Activity
Decreased -4.17%
0.37%
$808,247
23,431 shares@ 34.5 avg price
Jackson O'Connor@O'connor Financial Group Llc
Recent Activity
Decreased -0.93%
0.38%
$717,837
20,810 shares@ 34.5 avg price
Maribeth Rahe@Fort Washington Investment Advisors Inc Oh
Recent Activity
0.01%
$603,659
17,500 shares@ 34.5 avg price
Mark T Williams@Investrust
Recent Activity
New Position
0.16%
$562,940
16,258 shares@ 34.63 avg price
Aryn Sands@City Center Advisors, Llc
Recent Activity
Increased 0.12%
0.58%
$515,939
14,957 shares@ 34.5 avg price
Aryn Sands@Accurate Wealth Management, Llc
Recent Activity
Decreased -22.1%
0.07%
$338,684
9,832 shares@ 34.45 avg price
Todd J Smallwood@Sugarloaf Wealth Management, Llc
Recent Activity
0.06%
$271,060
7,858 shares@ 34.5 avg price