Compass Financial Management
UNOV icon

Compass Financial Management’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

Compass Financial Management’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
Q3 		– Sell
-127
Closed -$5.1K – 1793
2026
Q2 		$5.1K Buy
+127
New +$5K ﹤0.01% 1177

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Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
4J Wealth Management
4J Wealth Management Alexandria, Virginia $216M AUM 14.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Compass Financial Management's UNOV Position: Q3 2026 in Review

Compass Financial Management sold out of Innovator US Equity Ultra Buffer ETF November (UNOV) in Q3 2026, closing a stake of 127 shares — an estimated $5.1K sold.

Compass Financial Management first reported a position in UNOV in Q2 2026 and held it in 1 quarter. The position peaked at $5.1K in Q2 2026. 70 funds tracked by Wall St. Rank hold UNOV as of Q3 2026.

  • Compass Financial Management reported no remaining Innovator US Equity Ultra Buffer ETF November position as of Q3 2026 after selling out during the quarter.
  • Compass Financial Management sold 127 Innovator US Equity Ultra Buffer ETF November shares in Q3 2026, an estimated $5.1K.
  • Compass Financial Management first reported a position in Innovator US Equity Ultra Buffer ETF November in Q2 2026 and held it in 1 quarter.
  • Compass Financial Management's Innovator US Equity Ultra Buffer ETF November position peaked at $5.1K in Q2 2026.
  • 70 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.