Capital Analysts LLC
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Capital Analysts LLC’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

Capital Analysts LLC’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 		$106K Hold
2,639
– – ﹤0.01% 830
2026
Q1 		$98K Hold
2,639
– – ﹤0.01% 803
2025
Q4 		$100K Buy
+2,639
New +$100K ﹤0.01% 769

Other funds holding UNOV

Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10B AUM 23.61% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
Kellett Wealth Advisors
Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
RK Capital Management (Florida)
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
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Capital Analysts LLC's UNOV Position: Q2 2026 in Review

Capital Analysts LLC held its Innovator US Equity Ultra Buffer ETF November (UNOV) position steady in Q2 2026 at 2,639 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Capital Analysts LLC first reported a position in UNOV in Q4 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold UNOV as of Q2 2026.

  • Capital Analysts LLC held 2,639 shares of Innovator US Equity Ultra Buffer ETF November worth $106K as of Q2 2026.
  • Capital Analysts LLC left its Innovator US Equity Ultra Buffer ETF November share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF November made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #830 holding.
  • Capital Analysts LLC first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.