CRA Financial Services
UNOV icon

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
2026
Q3 		$208K Hold
5,025
– – 0.02% 313
2026
Q2 		$202K Buy
+5,025
New +$198K 0.02% 312
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

Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
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
Kellett Wealth Advisors
Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

CRA Financial Services's UNOV Position: Q3 2026 in Review

CRA Financial Services held its Innovator US Equity Ultra Buffer ETF November (UNOV) position steady in Q3 2026 at 5,025 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #313.

CRA Financial Services first reported a position in UNOV in Q4 2021 and has held it in 17 quarters since. The position peaked at $550K in Q1 2023. 48 funds tracked by Wall St. Rank hold UNOV as of Q3 2026.

  • CRA Financial Services held 5,025 shares of Innovator US Equity Ultra Buffer ETF November worth $208K as of Q3 2026.
  • CRA Financial Services left its Innovator US Equity Ultra Buffer ETF November share count unchanged in Q3 2026.
  • Innovator US Equity Ultra Buffer ETF November made up 0.02% of CRA Financial Services's portfolio in Q3 2026, its #313 holding.
  • CRA Financial Services first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2021 and has held it in 17 quarters since.
  • CRA Financial Services's Innovator US Equity Ultra Buffer ETF November position peaked at $550K in Q1 2023.
  • 48 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.