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Clear Point Advisors’s Innovator US Equity Buffer ETF November BNOV Stock Holding History

Clear Point Advisors’s Portfolio BNOV Stock Details BNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-500
Closed -$19.1K – 158
2024
Q3 		$19.1K Hold
500
– – 0.01% 284
2024
Q2 		$18.7K Sell
500
-1,000
-67% -$36.7K 0.02% 274
2024
Q1 		$54.7K Hold
1,500
– – 0.05% 190
2023
Q4 		$52.4K Buy
+1,500
New +$50.2K 0.05% 185

Other funds holding BNOV

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return

Clear Point Advisors's BNOV Position: Q4 2024 in Review

Clear Point Advisors sold out of Innovator US Equity Buffer ETF November (BNOV) in Q4 2024, closing a stake of 500 shares — an estimated $19.1K sold.

Clear Point Advisors first reported a position in BNOV in Q4 2023 and held it in 4 quarters. The position peaked at $54.7K in Q1 2024. 84 funds tracked by Wall St. Rank hold BNOV as of Q4 2024.

  • Clear Point Advisors reported no remaining Innovator US Equity Buffer ETF November position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 500 Innovator US Equity Buffer ETF November shares in Q4 2024, an estimated $19.1K.
  • Clear Point Advisors first reported a position in Innovator US Equity Buffer ETF November in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Innovator US Equity Buffer ETF November position peaked at $54.7K in Q1 2024.
  • 84 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF November as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.