American Portfolios Advisors’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

American Portfolios Advisors’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
2021 Q3	–	Sell	-194	Closed	-$5.66K	–	3542
2021 Q2	$5.66K	Hold	194	–	–	﹤0.01%	2758
2021 Q1	$5.57K	Buy	+194	New	+$5.52K	﹤0.01%	2651
2020 Q4	–	Sell	-194	Closed	-$5.22K	–	3104
2020 Q3	$5.22K	Hold	194	–	–	﹤0.01%	2263
2020 Q2	$5.05K	Hold	194	–	–	﹤0.01%	2238
2020 Q1	$4.68K	Hold	194	–	–	﹤0.01%	2116
2019 Q4	$5.07K	Buy	+194	New	+$5.02K	﹤0.01%	2276

Other funds holding UNOV

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Portfolios Advisors's UNOV Position: Q3 2021 in Review

American Portfolios Advisors sold out of Innovator US Equity Ultra Buffer ETF November (UNOV) in Q3 2021, closing a stake of 194 shares — an estimated $5.66K sold.

American Portfolios Advisors first reported a position in UNOV in Q4 2019 and held it in 6 quarters. The position peaked at $5.66K in Q2 2021. 13 funds tracked by Wall St. Rank hold UNOV as of Q3 2021.

American Portfolios Advisors reported no remaining Innovator US Equity Ultra Buffer ETF November position as of Q3 2021 after selling out during the quarter.
American Portfolios Advisors sold 194 Innovator US Equity Ultra Buffer ETF November shares in Q3 2021, an estimated $5.66K.
American Portfolios Advisors first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2019 and held it in 6 quarters.
American Portfolios Advisors's Innovator US Equity Ultra Buffer ETF November position peaked at $5.66K in Q2 2021.
13 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q3 2021.

Based on American Portfolios Advisors's 13F filing for Q3 2021, filed 22 Mar 2023.