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Bernard Wealth Management’s Innovator US Equity Power Buffer ETF November PNOV Stock Holding History

Bernard Wealth Management’s Portfolio PNOV Stock Details PNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.7K Sell
556
-47
-8% -$1.96K 0.01% 172
2025
Q4 		$25.2K Sell
603
-335
-36% -$13.9K 0.01% 170
2025
Q3 		$38.5K Sell
938
-31
-3% -$1.25K 0.02% 138
2025
Q2 		$38.3K Sell
969
-140
-13% -$5.28K 0.02% 138
2025
Q1 		$41.3K Sell
1,109
-5
-0.4% -$190 0.02% 136
2024
Q4 		$42.2K Buy
+1,114
New +$41.9K 0.02% 133

Other funds holding PNOV

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bernard Wealth Management's PNOV Position: Q1 2026 in Review

Bernard Wealth Management reduced its Innovator US Equity Power Buffer ETF November (PNOV) stake by 7.8% in Q1 2026, selling an estimated $1.96K and leaving 556 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #172.

Bernard Wealth Management first reported a position in PNOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $42.2K in Q4 2024. 210 funds tracked by Wall St. Rank hold PNOV as of Q1 2026.

  • Bernard Wealth Management held 556 shares of Innovator US Equity Power Buffer ETF November worth $22.7K as of Q1 2026.
  • Bernard Wealth Management sold 47 Innovator US Equity Power Buffer ETF November shares in Q1 2026, an estimated $1.96K.
  • Innovator US Equity Power Buffer ETF November made up 0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #172 holding.
  • Bernard Wealth Management first reported a position in Innovator US Equity Power Buffer ETF November in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Innovator US Equity Power Buffer ETF November position peaked at $42.2K in Q4 2024.
  • 210 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF November as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.