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COMPASS FINANCIAL MANAGEMENT LLC’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 		$5.1K Buy
+127
New +$5K ﹤0.01% 1177

Other funds holding UNOV

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
4WM
4J Wealth Management Alexandria, Virginia $204M AUM 21.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's UNOV Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Innovator US Equity Ultra Buffer ETF November (UNOV) in Q2 2026: 127 shares worth $5.1K. The stake represents ﹤0.01% of the portfolio and ranks #1177 among its holdings.

61 funds tracked by Wall St. Rank hold UNOV as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 127 shares of Innovator US Equity Ultra Buffer ETF November worth $5.1K as of Q2 2026.
  • Innovator US Equity Ultra Buffer ETF November was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF November made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1177 holding.
  • 61 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.