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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
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

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $184M AUM 17.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RCMF
RK Capital Management (Florida) Weston, Florida $2.6B AUM 83.27% 1-Year Est. Return

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

Berger Financial Group reduced its Innovator US Equity Ultra Buffer ETF November (UNOV) stake by 0.84% in Q1 2026, selling an estimated $7.04K and leaving 21,855 shares worth $815K. The position accounts for 0.05% of the portfolio, ranked #224.

Berger Financial Group first reported a position in UNOV in Q4 2025 and has held it in 2 quarters since. The position peaked at $839K in Q4 2025. 69 funds tracked by Wall St. Rank hold UNOV as of Q1 2026.

  • Berger Financial Group held 21,855 shares of Innovator US Equity Ultra Buffer ETF November worth $815K as of Q1 2026.
  • Berger Financial Group sold 185 Innovator US Equity Ultra Buffer ETF November shares in Q1 2026, an estimated $7.04K.
  • Innovator US Equity Ultra Buffer ETF November made up 0.05% of Berger Financial Group's portfolio in Q1 2026, its #224 holding.
  • Berger Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2025 and has held it in 2 quarters since.
  • Berger Financial Group's Innovator US Equity Ultra Buffer ETF November position peaked at $839K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q1 2026.

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