USEP

Innovator U.s. Equity Ultra

Latest period2026 - Q2Total superinvestors24

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 24 superinvestors own shares of Innovator U.s. Equity Ultra (USEP), 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 (USEP), 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 (USEP) 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 (USEP) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
BRIAN KELLETT@Kellett Wealth Advisors, Llc
Recent Activity
Decreased -0.72%
9.85%
$21.144M
511,597 shares@ 41.33 avg price
Laura Katherine Amy@Signaturefd, Llc
Recent Activity
0.11%
$8.032M
194,350 shares@ 41.34 avg price
Ryan J. Warner@C2p Capital Advisory Group, Llc D.b.a. Prosperity Capital Advisors
Recent Activity
Increased 4.49%
0.32%
$6.408M
155,052 shares@ 41.33 avg price
Marion Hebert@Central Valley Advisors, Llc
Recent Activity
Decreased -4.58%
0.74%
$2.854M
69,051 shares@ 41.33 avg price
Jeffrey Ameen@Spire Wealth Management
Recent Activity
Decreased -22.62%
0.08%
$2.574M
62,273 shares@ 41.33 avg price
Jason W. Matthews@Kfg Wealth Management, Llc
Recent Activity
Decreased -29.45%
0.29%
$2.54M
61,459 shares@ 41.34 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -9.19%
0.02%
$1.856M
44,905 shares@ 41.33 avg price
Sarah Easley@Strategic Blueprint, Llc
Recent Activity
0.07%
$1.216M
29,428 shares@ 41.33 avg price
Aryn Sands@Fiduciary Financial Group, Llc
Recent Activity
0.12%
$1.003M
24,257 shares@ 41.34 avg price
Airene Williamson@Steelpeak Wealth, Llc
Recent Activity
New Position
0.03%
$841,231
20,354 shares@ 41.34 avg price

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