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Concurrent Investment Advisors’s Innovator US Equity Buffer ETF November BNOV Stock Holding History

Concurrent Investment 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
2026
Q1 		$499K Sell
11,608
-3,840
-25% -$170K 0.01% 1216
2025
Q4 		$687K Sell
15,448
-603
-4% -$26.5K 0.01% 1007
2025
Q3 		$698K Sell
16,051
-317
-2% -$13.4K 0.01% 781
2025
Q2 		$675K Hold
16,368
– – 0.01% 742
2025
Q1 		$625K Buy
16,368
+220
+1% +$8.67K 0.02% 681
2024
Q4 		$634K Buy
+16,148
New +$631K 0.02% 610

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
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Concurrent Investment Advisors's BNOV Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Innovator US Equity Buffer ETF November (BNOV) stake by 25% in Q1 2026, selling an estimated $170K and leaving 11,608 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #1216.

Concurrent Investment Advisors first reported a position in BNOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $698K in Q3 2025. 90 funds tracked by Wall St. Rank hold BNOV as of Q1 2026.

  • Concurrent Investment Advisors held 11,608 shares of Innovator US Equity Buffer ETF November worth $499K as of Q1 2026.
  • Concurrent Investment Advisors sold 3,840 Innovator US Equity Buffer ETF November shares in Q1 2026, an estimated $170K.
  • Innovator US Equity Buffer ETF November made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1216 holding.
  • Concurrent Investment Advisors first reported a position in Innovator US Equity Buffer ETF November in Q4 2024 and has held it in 6 quarters since.
  • Concurrent Investment Advisors's Innovator US Equity Buffer ETF November position peaked at $698K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF November as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.