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4J Wealth Management’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

4J Wealth Management’s Portfolio UNOV Stock Details UNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.19M Sell
54,614
-2,234
-4% -$88K 1.08% 20
2026
Q1 		$2.12M Sell
56,848
-78,683
-58% -$2.99M 1.2% 19
2025
Q4 		$5.16M Buy
+135,531
New +$5.12M 2.95% 10

Other funds holding UNOV

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

4J Wealth Management's UNOV Position: Q2 2026 in Review

4J Wealth Management reduced its Innovator US Equity Ultra Buffer ETF November (UNOV) stake by 3.9% in Q2 2026, selling an estimated $88K and leaving 54,614 shares worth $2.19M. The position accounts for 1.08% of the portfolio, ranked #20.

4J Wealth Management first reported a position in UNOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.16M in Q4 2025. 33 funds tracked by Wall St. Rank hold UNOV as of Q2 2026.

  • 4J Wealth Management held 54,614 shares of Innovator US Equity Ultra Buffer ETF November worth $2.19M as of Q2 2026.
  • 4J Wealth Management sold 2,234 Innovator US Equity Ultra Buffer ETF November shares in Q2 2026, an estimated $88K.
  • Innovator US Equity Ultra Buffer ETF November made up 1.08% of 4J Wealth Management's portfolio in Q2 2026, its #20 holding.
  • 4J Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2025 and has held it in 3 quarters since.
  • 4J Wealth Management's Innovator US Equity Ultra Buffer ETF November position peaked at $5.16M in Q4 2025.
  • 33 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.