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Cornerstone Wealth Group’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

Cornerstone Wealth 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
2026
Q1 		$399K Sell
10,280
-262
-2% -$9.97K 0.03% 265
2025
Q4 		$401K Buy
+10,542
New +$398K 0.03% 234

Other funds holding UNOV

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $184M AUM 17.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RCMF
RK Capital Management (Florida) Weston, Florida $2.6B AUM 83.27% 1-Year Est. Return

Cornerstone Wealth Group's UNOV Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Innovator US Equity Ultra Buffer ETF November (UNOV) stake by 2.5% in Q1 2026, selling an estimated $9.97K and leaving 10,280 shares worth $399K. The position accounts for 0.03% of the portfolio, ranked #265.

Cornerstone Wealth Group first reported a position in UNOV in Q4 2025 and has held it in 2 quarters since. The position peaked at $401K in Q4 2025. 69 funds tracked by Wall St. Rank hold UNOV as of Q1 2026.

  • Cornerstone Wealth Group held 10,280 shares of Innovator US Equity Ultra Buffer ETF November worth $399K as of Q1 2026.
  • Cornerstone Wealth Group sold 262 Innovator US Equity Ultra Buffer ETF November shares in Q1 2026, an estimated $9.97K.
  • Innovator US Equity Ultra Buffer ETF November made up 0.03% of Cornerstone Wealth Group's portfolio in Q1 2026, its #265 holding.
  • Cornerstone Wealth Group first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2025 and has held it in 2 quarters since.
  • Cornerstone Wealth Group's Innovator US Equity Ultra Buffer ETF November position peaked at $401K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.