Creative Planning
PNOV icon

Creative Planning’s Innovator US Equity Power Buffer ETF November PNOV Stock Holding History

Creative Planning’s Portfolio PNOV Stock Details PNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-718
Closed -$23.7K – 3015
2023
Q3 		$23.7K Buy
+718
New +$24.5K ﹤0.01% 2578
2022
Q4 		– Sell
-11,034
Closed -$309K – 2580
2022
Q3 		$309K Sell
11,034
-75
-0.7% -$2.19K ﹤0.01% 1630
2022
Q2 		$315K Buy
+11,109
New +$324K ﹤0.01% 1575

Other funds holding PNOV

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SCA
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RCM
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PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return