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ATX Financial Planning’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

ATX Financial Planning’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 		$369K Buy
9,193
+1,080
+13% +$42.6K 0.24% 61
2026
Q1 		$302K Sell
8,113
-1,810
-18% -$68.9K 0.23% 64
2025
Q4 		$378K Buy
+9,923
New +$375K 0.29% 63

Other funds holding UNOV

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
RCMF
RK Capital Management (Florida) Weston, Florida $10.8B AUM 53.02% 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

ATX Financial Planning's UNOV Position: Q2 2026 in Review

ATX Financial Planning increased its Innovator US Equity Ultra Buffer ETF November (UNOV) stake by 13% in Q2 2026, buying an estimated $42.6K and bringing the position to 9,193 shares worth $369K. The position accounts for 0.24% of the portfolio, ranked #61.

ATX Financial Planning first reported a position in UNOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $378K in Q4 2025. 77 funds tracked by Wall St. Rank hold UNOV as of Q2 2026.

  • ATX Financial Planning held 9,193 shares of Innovator US Equity Ultra Buffer ETF November worth $369K as of Q2 2026.
  • ATX Financial Planning bought 1,080 Innovator US Equity Ultra Buffer ETF November shares in Q2 2026, an estimated $42.6K.
  • Innovator US Equity Ultra Buffer ETF November made up 0.24% of ATX Financial Planning's portfolio in Q2 2026, its #61 holding.
  • ATX Financial Planning first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2025 and has held it in 3 quarters since.
  • ATX Financial Planning's Innovator US Equity Ultra Buffer ETF November position peaked at $378K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.