Cardinal Point Wealth Management Partners’s Innovator US Equity Power Buffer ETF November PNOV Stock Holding History

Cardinal Point Wealth Management Partners’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
2023 Q1	$982K	Hold	30,880	–	–	0.3%	27
2022 Q4	$932K	Buy	+30,880	New	+$924K	0.32%	27

Other funds holding PNOV

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

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

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

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

RJFSA

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Cardinal Point Wealth Management Partners's PNOV Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners held its Innovator US Equity Power Buffer ETF November (PNOV) position steady in Q1 2023 at 30,880 shares worth $982K. The position accounts for 0.3% of the portfolio, ranked #27.

Cardinal Point Wealth Management Partners first reported a position in PNOV in Q4 2022 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold PNOV as of Q1 2023.

Cardinal Point Wealth Management Partners held 30,880 shares of Innovator US Equity Power Buffer ETF November worth $982K as of Q1 2023.
Cardinal Point Wealth Management Partners left its Innovator US Equity Power Buffer ETF November share count unchanged in Q1 2023.
Innovator US Equity Power Buffer ETF November made up 0.3% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #27 holding.
Cardinal Point Wealth Management Partners first reported a position in Innovator US Equity Power Buffer ETF November in Q4 2022 and has held it in 2 quarters since.
151 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF November as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.