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

Axxcess 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
2024 Q3	–	Sell	-7,569	Closed	-$252K	–	950
2024 Q2	$252K	Hold	7,569	–	–	0.01%	711
2024 Q1	$247K	Hold	7,569	–	–	0.01%	741
2023 Q4	$239K	Sell	7,569 -14	-0.2%	-$430	0.01%	727
2023 Q3	$230K	Hold	7,583	–	–	0.01%	683
2023 Q2	$233K	Hold	7,583	–	–	0.02%	521
2023 Q1	$220K	Hold	7,583	–	–	0.02%	563
2022 Q4	$210K	Buy	+7,583	New	+$211K	0.02%	548

Other funds holding UNOV

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

PCA

Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 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

BWM

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 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

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 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

Axxcess Wealth Management's UNOV Position: Q3 2024 in Review

Axxcess Wealth Management sold out of Innovator US Equity Ultra Buffer ETF November (UNOV) in Q3 2024, closing a stake of 7,569 shares — an estimated $252K sold.

Axxcess Wealth Management first reported a position in UNOV in Q4 2022 and held it in 7 quarters. The position peaked at $252K in Q2 2024. 36 funds tracked by Wall St. Rank hold UNOV as of Q3 2024.

Axxcess Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF November position as of Q3 2024 after selling out during the quarter.
Axxcess Wealth Management sold 7,569 Innovator US Equity Ultra Buffer ETF November shares in Q3 2024, an estimated $252K.
Axxcess Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2022 and held it in 7 quarters.
Axxcess Wealth Management's Innovator US Equity Ultra Buffer ETF November position peaked at $252K in Q2 2024.
36 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q3 2024.

Based on Axxcess Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.