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Chicago Partners Investment Group’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

Chicago Partners Investment 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
2023
Q2 		– Sell
-8,135
Closed -$238K – 716
2023
Q1 		$238K Hold
8,135
– – 0.01% 569
2022
Q4 		$236K Hold
8,135
– – 0.01% 545
2022
Q3 		$223K Buy
+8,135
New +$225K 0.02% 508

Other funds holding UNOV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Chicago Partners Investment Group's UNOV Position: Q2 2023 in Review

Chicago Partners Investment Group sold out of Innovator US Equity Ultra Buffer ETF November (UNOV) in Q2 2023, closing a stake of 8,135 shares — an estimated $238K sold.

Chicago Partners Investment Group first reported a position in UNOV in Q3 2022 and held it in 3 quarters. The position peaked at $238K in Q1 2023. 32 funds tracked by Wall St. Rank hold UNOV as of Q2 2023.

  • Chicago Partners Investment Group reported no remaining Innovator US Equity Ultra Buffer ETF November position as of Q2 2023 after selling out during the quarter.
  • Chicago Partners Investment Group sold 8,135 Innovator US Equity Ultra Buffer ETF November shares in Q2 2023, an estimated $238K.
  • Chicago Partners Investment Group first reported a position in Innovator US Equity Ultra Buffer ETF November in Q3 2022 and held it in 3 quarters.
  • Chicago Partners Investment Group's Innovator US Equity Ultra Buffer ETF November position peaked at $238K in Q1 2023.
  • 32 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q2 2023.

Based on Chicago Partners Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.