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Berger Financial Group’s Innovator US Equity Buffer ETF November BNOV Stock Holding History

Berger Financial Group’s Portfolio BNOV Stock Details BNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$232K Hold
5,404
– – 0.01% 424
2025
Q4 		$240K Sell
5,404
-829
-13% -$36.5K 0.01% 417
2025
Q3 		$271K Buy
+6,233
New +$264K 0.02% 371

Other funds holding BNOV

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Berger Financial Group's BNOV Position: Q1 2026 in Review

Berger Financial Group held its Innovator US Equity Buffer ETF November (BNOV) position steady in Q1 2026 at 5,404 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #424.

Berger Financial Group first reported a position in BNOV in Q3 2025 and has held it in 3 quarters since. The position peaked at $271K in Q3 2025. 90 funds tracked by Wall St. Rank hold BNOV as of Q1 2026.

  • Berger Financial Group held 5,404 shares of Innovator US Equity Buffer ETF November worth $232K as of Q1 2026.
  • Berger Financial Group left its Innovator US Equity Buffer ETF November share count unchanged in Q1 2026.
  • Innovator US Equity Buffer ETF November made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #424 holding.
  • Berger Financial Group first reported a position in Innovator US Equity Buffer ETF November in Q3 2025 and has held it in 3 quarters since.
  • Berger Financial Group's Innovator US Equity Buffer ETF November position peaked at $271K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF November as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.