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CRA Financial Services’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

CRA Financial Services’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
2025
Q4 		– Sell
-5,875
Closed -$220K – 304
2025
Q3 		$220K Hold
5,875
– – 0.03% 280
2025
Q2 		$212K Buy
+5,875
New +$203K 0.03% 270
2025
Q1 		– Sell
-5,875
Closed -$203K – 279
2024
Q4 		$203K Sell
5,875
-500
-8% -$17.2K 0.03% 262
2024
Q3 		$216K Sell
6,375
-1,150
-15% -$38.6K 0.04% 249
2024
Q2 		$251K Hold
7,525
– – 0.05% 207
2024
Q1 		$246K Sell
7,525
-3,225
-30% -$104K 0.05% 208
2023
Q4 		$340K Sell
10,750
-3,325
-24% -$102K 0.08% 142
2023
Q3 		$427K Sell
14,075
-2,000
-12% -$61.9K 0.12% 117
2023
Q2 		$494K Sell
16,075
-2,900
-15% -$85.8K 0.13% 108
2023
Q1 		$550K Hold
18,975
– – 0.16% 101
2022
Q4 		$526K Sell
18,975
-510
-3% -$14.2K 0.17% 101
2022
Q3 		$536K Hold
19,485
– – 0.19% 100
2022
Q2 		$533K Buy
19,485
+1,175
+6% +$33K 0.18% 103
2022
Q1 		$534K Buy
18,310
+2,900
+19% +$83.9K 0.16% 102
2021
Q4 		$455K Buy
+15,410
New +$452K 0.14% 117

Other funds holding UNOV

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
4WM
4J Wealth Management Alexandria, Virginia $176M AUM 16.75% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $184M AUM 17.21% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
RCMF
RK Capital Management (Florida) Weston, Florida $2.6B AUM 83.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CRA Financial Services's UNOV Position: Q4 2025 in Review

CRA Financial Services sold out of Innovator US Equity Ultra Buffer ETF November (UNOV) in Q4 2025, closing a stake of 5,875 shares — an estimated $220K sold.

CRA Financial Services first reported a position in UNOV in Q4 2021 and held it in 15 quarters. The position peaked at $550K in Q1 2023. 68 funds tracked by Wall St. Rank hold UNOV as of Q4 2025.

  • CRA Financial Services reported no remaining Innovator US Equity Ultra Buffer ETF November position as of Q4 2025 after selling out during the quarter.
  • CRA Financial Services sold 5,875 Innovator US Equity Ultra Buffer ETF November shares in Q4 2025, an estimated $220K.
  • CRA Financial Services first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2021 and held it in 15 quarters.
  • CRA Financial Services's Innovator US Equity Ultra Buffer ETF November position peaked at $550K in Q1 2023.
  • 68 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q4 2025.

Based on CRA Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.