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 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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

RCMF

RK Capital Management (Florida) Weston, Florida $10.8B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CRA Financial Services's UNOV Position: Q2 2026 in Review

CRA Financial Services opened a new position in Innovator US Equity Ultra Buffer ETF November (UNOV) in Q2 2026: 5,025 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #312 among its holdings. This is a return to the name: CRA Financial Services previously reported a position in UNOV as recently as Q3 2025.

CRA Financial Services first reported a position in UNOV in Q4 2021 and has held it in 16 quarters since. The position peaked at $550K in Q1 2023. 77 funds tracked by Wall St. Rank hold UNOV as of Q2 2026.

CRA Financial Services held 5,025 shares of Innovator US Equity Ultra Buffer ETF November worth $202K as of Q2 2026.
Innovator US Equity Ultra Buffer ETF November was a new CRA Financial Services position in Q2 2026.
Innovator US Equity Ultra Buffer ETF November made up 0.02% of CRA Financial Services's portfolio in Q2 2026, its #312 holding.
CRA Financial Services first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2021 and has held it in 16 quarters since.
CRA Financial Services's Innovator US Equity Ultra Buffer ETF November position peaked at $550K in Q1 2023.
77 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.