Avantax Advisory Services’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

Avantax Advisory Services’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
2023 Q4	–	Sell	-7,846	Closed	-$238K	–	1674
2023 Q3	$238K	Hold	7,846	–	–	﹤0.01%	1328
2023 Q2	$241K	Hold	7,846	–	–	﹤0.01%	1302
2023 Q1	$227K	Hold	7,846	–	–	﹤0.01%	1297
2022 Q4	$217K	Buy	+7,846	New	+$218K	﹤0.01%	1273

Other funds holding UNOV

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

CRWM

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Avantax Advisory Services's UNOV Position: Q4 2023 in Review

Avantax Advisory Services sold out of Innovator US Equity Ultra Buffer ETF November (UNOV) in Q4 2023, closing a stake of 7,846 shares — an estimated $238K sold.

Avantax Advisory Services first reported a position in UNOV in Q4 2022 and held it in 4 quarters. The position peaked at $241K in Q2 2023. 32 funds tracked by Wall St. Rank hold UNOV as of Q4 2023.

Avantax Advisory Services reported no remaining Innovator US Equity Ultra Buffer ETF November position as of Q4 2023 after selling out during the quarter.
Avantax Advisory Services sold 7,846 Innovator US Equity Ultra Buffer ETF November shares in Q4 2023, an estimated $238K.
Avantax Advisory Services first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2022 and held it in 4 quarters.
Avantax Advisory Services's Innovator US Equity Ultra Buffer ETF November position peaked at $241K in Q2 2023.
32 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.