UAUG

Innovator U.s. Equity Ultra

Latest period2026 - Q1Total superinvestors83

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 83 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

SuperinvestorPortfolio %Reported Value
Jerry Broussard@Broussard Financial Group Llc
Recent Activity
Increased 4.61%
12.95%
$16.184M
411,343 shares@ 39.35 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Decreased -0.26%
0.01%
$10.823M
275,073 shares@ 39.35 avg price
Brandon Zatopek@Commonwealth Equity Services, Llc
Recent Activity
Decreased -4.33%
0.01%
$6.061M
154,058 shares@ 39.35 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Decreased -4.82%
0.01%
$5.931M
150,755 shares@ 39.34 avg price
Ryan J. Warner@C2p Capital Advisory Group, Llc D.b.a. Prosperity Capital Advisors
Recent Activity
Increased 6.03%
0.34%
$5.802M
147,456 shares@ 39.35 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -92.18%
0.06%
$5.151M
130,915 shares@ 39.35 avg price
Jason Matthews@Kfg Wealth Management, Llc
Recent Activity
Decreased -3.12%
0.65%
$5.01M
127,338 shares@ 39.35 avg price
Steve Marciniak@Mbl Wealth, Llc
Recent Activity
Decreased -1.63%
0.38%
$5.003M
127,165 shares@ 39.35 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 24.78%
0.01%
$2.94M
74,732 shares@ 39.35 avg price
Troy C Patton@Archer Investment Corp
Recent Activity
Decreased -18.35%
0.57%
$2.669M
67,831 shares@ 39.35 avg price

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