Atria Investments’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

Atria Investments’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	$677K	Buy	+16,870	New	+$665K	0.01%	1352
2023 Q1	–	Sell	-263,789	Closed	-$7.31M	–	870
2022 Q4	$7.31M	Sell	263,789 -71,753	-21%	-$1.99M	0.15%	172
2022 Q3	$9.24M	Sell	335,542 -9,278	-3%	-$257K	0.2%	115
2022 Q2	$9.43M	Buy	344,820 +33,288	+11%	+$934K	0.2%	113
2022 Q1	$9.08M	Buy	311,532 +10,583	+4%	+$306K	0.16%	158
2021 Q4	$8.89M	Buy	+300,949	New	+$8.83M	0.16%	155

Other funds holding UNOV

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

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 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

4WM

4J Wealth Management Alexandria, Virginia $204M AUM 21.35% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Atria Investments's UNOV Position: Q2 2026 in Review

Atria Investments opened a new position in Innovator US Equity Ultra Buffer ETF November (UNOV) in Q2 2026: 16,870 shares worth $677K. The stake represents 0.01% of the portfolio and ranks #1352 among its holdings. This is a return to the name: Atria Investments previously reported a position in UNOV as recently as Q4 2022.

Atria Investments first reported a position in UNOV in Q4 2021 and has held it in 6 quarters since. The position peaked at $9.43M in Q2 2022. 36 funds tracked by Wall St. Rank hold UNOV as of Q2 2026.

Atria Investments held 16,870 shares of Innovator US Equity Ultra Buffer ETF November worth $677K as of Q2 2026.
Innovator US Equity Ultra Buffer ETF November was a new Atria Investments position in Q2 2026.
Innovator US Equity Ultra Buffer ETF November made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1352 holding.
Atria Investments first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2021 and has held it in 6 quarters since.
Atria Investments's Innovator US Equity Ultra Buffer ETF November position peaked at $9.43M in Q2 2022.
36 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.