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Bedel Financial Consulting’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

Bedel Financial Consulting’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
2022
Q2 		– Sell
-873
Closed -$25K – 859
2022
Q1 		$25K Hold
873
– – 0.01% 513
2021
Q4 		$26K Buy
+873
New +$25.6K 0.01% 516

Other funds holding UNOV

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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bedel Financial Consulting's UNOV Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Innovator US Equity Ultra Buffer ETF November (UNOV) in Q2 2022, closing a stake of 873 shares — an estimated $25K sold.

Bedel Financial Consulting first reported a position in UNOV in Q4 2021 and held it in 2 quarters. The position peaked at $26K in Q4 2021. 26 funds tracked by Wall St. Rank hold UNOV as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Innovator US Equity Ultra Buffer ETF November position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 873 Innovator US Equity Ultra Buffer ETF November shares in Q2 2022, an estimated $25K.
  • Bedel Financial Consulting first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2021 and held it in 2 quarters.
  • Bedel Financial Consulting's Innovator US Equity Ultra Buffer ETF November position peaked at $26K in Q4 2021.
  • 26 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.