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

Brown 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
2024 Q1	–	Sell	-12,767	Closed	-$440K	–	96
2023 Q4	$440K	Sell	12,767 -23	-0.2%	-$769	0.19%	57
2023 Q3	$423K	Hold	12,790	–	–	0.2%	54
2023 Q2	$434K	Buy	+12,790	New	+$415K	0.22%	61

Other funds holding PNOV

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Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return