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
2026 Q2	$202K	Buy	+5,042	New	+$199K	﹤0.01%	1010
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

PCA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

RCMF

RK Capital Management (Florida) Weston, Florida $10.8B AUM 53.02% 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

Axxcess Wealth Management's UNOV Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Innovator US Equity Ultra Buffer ETF November (UNOV) in Q2 2026: 5,042 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1010 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in UNOV as recently as Q2 2024.

Axxcess Wealth Management first reported a position in UNOV in Q4 2022 and has held it in 8 quarters since. The position peaked at $252K in Q2 2024. 77 funds tracked by Wall St. Rank hold UNOV as of Q2 2026.

Axxcess Wealth Management held 5,042 shares of Innovator US Equity Ultra Buffer ETF November worth $202K as of Q2 2026.
Innovator US Equity Ultra Buffer ETF November was a new Axxcess Wealth Management position in Q2 2026.
Innovator US Equity Ultra Buffer ETF November made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #1010 holding.
Axxcess Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2022 and has held it in 8 quarters since.
Axxcess Wealth Management's Innovator US Equity Ultra Buffer ETF November position peaked at $252K in Q2 2024.
77 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.