Creative Planning’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

Creative Planning’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	$1.03M	Buy	25,691 +84	+0.3%	+$3.31K	﹤0.01%	2610
2026 Q1	$954K	Buy	+25,607	New	+$975K	﹤0.01%	2506

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

Creative Planning's UNOV Position: Q2 2026 in Review

Creative Planning increased its Innovator US Equity Ultra Buffer ETF November (UNOV) stake by 0.33% in Q2 2026, buying an estimated $3.31K and bringing the position to 25,691 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2610.

Creative Planning first reported a position in UNOV in Q1 2026 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold UNOV as of Q2 2026.

Creative Planning held 25,691 shares of Innovator US Equity Ultra Buffer ETF November worth $1.03M as of Q2 2026.
Creative Planning bought 84 Innovator US Equity Ultra Buffer ETF November shares in Q2 2026, an estimated $3.31K.
Innovator US Equity Ultra Buffer ETF November made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2610 holding.
Creative Planning first reported a position in Innovator US Equity Ultra Buffer ETF November in Q1 2026 and has held it in 2 quarters since.
77 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.