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

Atticus 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 Q3	$900K	Hold	21,778	–	–	0.2%	70
2026 Q2	$875K	Hold	21,778	–	–	0.21%	74
2026 Q1	$812K	Hold	21,778	–	–	0.22%	71
2025 Q4	$829K	Hold	21,778	–	–	0.2%	71
2025 Q3	$816K	Hold	21,778	–	–	0.21%	69
2025 Q2	$786K	Hold	21,778	–	–	0.21%	63
2025 Q1	$739K	Hold	21,778	–	–	0.24%	58
2024 Q4	$754K	Hold	21,778	–	–	0.23%	54
2024 Q3	$738K	Hold	21,778	–	–	0.24%	53
2024 Q2	$726K	Hold	21,778	–	–	0.24%	48
2024 Q1	$712K	Hold	21,778	–	–	0.23%	53
2023 Q4	$689K	Sell	21,778 -19,948	-48%	-$613K	0.24%	51
2023 Q3	$1.27M	Hold	41,726	–	–	0.48%	31
2023 Q2	$1.28M	Hold	41,726	–	–	0.47%	34
2023 Q1	$1.21M	Hold	41,726	–	–	0.46%	34
2022 Q4	$1.16M	Buy	+41,726	New	+$1.16M	0.48%	38

Other funds holding UNOV

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

O'Connor Financial Group Quincy, Illinois $282M AUM 11.62% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Atticus Wealth Management's UNOV Position: Q3 2026 in Review

Atticus Wealth Management held its Innovator US Equity Ultra Buffer ETF November (UNOV) position steady in Q3 2026 at 21,778 shares worth $900K. The position accounts for 0.2% of the portfolio, ranked #70.

Atticus Wealth Management first reported a position in UNOV in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.28M in Q2 2023. 34 funds tracked by Wall St. Rank hold UNOV as of Q3 2026.

Atticus Wealth Management held 21,778 shares of Innovator US Equity Ultra Buffer ETF November worth $900K as of Q3 2026.
Atticus Wealth Management left its Innovator US Equity Ultra Buffer ETF November share count unchanged in Q3 2026.
Innovator US Equity Ultra Buffer ETF November made up 0.2% of Atticus Wealth Management's portfolio in Q3 2026, its #70 holding.
Atticus Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2022 and has held it in 16 quarters since.
Atticus Wealth Management's Innovator US Equity Ultra Buffer ETF November position peaked at $1.28M in Q2 2023.
34 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.