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

Berger Financial Group’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 		$878K Hold
21,855
– – 0.04% 228
2026
Q1 		$815K Sell
21,855
-185
-0.8% -$7.04K 0.05% 224
2025
Q4 		$839K Buy
+22,040
New +$832K 0.05% 227

Other funds holding UNOV

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
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
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

Berger Financial Group's UNOV Position: Q2 2026 in Review

Berger Financial Group held its Innovator US Equity Ultra Buffer ETF November (UNOV) position steady in Q2 2026 at 21,855 shares worth $878K. The position accounts for 0.04% of the portfolio, ranked #228.

Berger Financial Group first reported a position in UNOV in Q4 2025 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold UNOV as of Q2 2026.

  • Berger Financial Group held 21,855 shares of Innovator US Equity Ultra Buffer ETF November worth $878K as of Q2 2026.
  • Berger Financial Group left its Innovator US Equity Ultra Buffer ETF November share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF November made up 0.04% of Berger Financial Group's portfolio in Q2 2026, its #228 holding.
  • Berger Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2025 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.