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CWC Advisors’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

CWC Advisors’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 		$500K Buy
12,459
+13
+0.1% +$512 0.22% 100
2026
Q1 		$464K Buy
12,446
+1,170
+10% +$44.5K 0.22% 97
2025
Q4 		$429K Buy
+11,276
New +$426K 0.21% 106

Other funds holding UNOV

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
IA
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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

CWC Advisors's UNOV Position: Q2 2026 in Review

CWC Advisors increased its Innovator US Equity Ultra Buffer ETF November (UNOV) stake by 0.1% in Q2 2026, buying an estimated $512 and bringing the position to 12,459 shares worth $500K. The position accounts for 0.22% of the portfolio, ranked #100.

CWC Advisors first reported a position in UNOV in Q4 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold UNOV as of Q2 2026.

  • CWC Advisors held 12,459 shares of Innovator US Equity Ultra Buffer ETF November worth $500K as of Q2 2026.
  • CWC Advisors bought 13 Innovator US Equity Ultra Buffer ETF November shares in Q2 2026, an estimated $512.
  • Innovator US Equity Ultra Buffer ETF November made up 0.22% of CWC Advisors's portfolio in Q2 2026, its #100 holding.
  • CWC Advisors first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.