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

DHJJ Financial 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 		$212K Sell
5,267
-265
-5% -$10.4K 0.06% 203
2026
Q1 		$206K Hold
5,532
– – 0.07% 189
2025
Q4 		$211K Buy
5,532
+5,157
+1,375% +$195K 0.07% 182
2025
Q3 		$14.1K Sell
375
-150
-29% -$5.52K ﹤0.01% 524
2025
Q2 		$18.9K Hold
525
– – 0.01% 487
2025
Q1 		$17.8K Hold
525
– – 0.01% 445
2024
Q4 		$18.2K Hold
525
– – 0.01% 430
2024
Q3 		$17.8K Sell
525
-845
-62% -$28.4K 0.01% 422
2024
Q2 		$45.7K Sell
1,370
-238
-15% -$7.83K 0.02% 281
2024
Q1 		$52.6K Hold
1,608
– – 0.02% 260
2023
Q4 		$50.9K Sell
1,608
-100
-6% -$3.07K 0.02% 248
2023
Q3 		$51.8K Buy
+1,708
New +$52.8K 0.03% 242
2022
Q1 		– Sell
-6,908
Closed -$204K – 138
2021
Q4 		$204K Buy
+6,908
New +$203K 0.1% 130

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
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
Commonwealth Equity Services
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
4WM
4J Wealth Management Alexandria, Virginia $204M AUM 21.35% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

DHJJ Financial Advisors's UNOV Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Innovator US Equity Ultra Buffer ETF November (UNOV) stake by 4.8% in Q2 2026, selling an estimated $10.4K and leaving 5,267 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #203.

DHJJ Financial Advisors first reported a position in UNOV in Q4 2021 and has held it in 13 quarters since. 36 funds tracked by Wall St. Rank hold UNOV as of Q2 2026.

  • DHJJ Financial Advisors held 5,267 shares of Innovator US Equity Ultra Buffer ETF November worth $212K as of Q2 2026.
  • DHJJ Financial Advisors sold 265 Innovator US Equity Ultra Buffer ETF November shares in Q2 2026, an estimated $10.4K.
  • Innovator US Equity Ultra Buffer ETF November made up 0.06% of DHJJ Financial Advisors's portfolio in Q2 2026, its #203 holding.
  • DHJJ Financial Advisors first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2021 and has held it in 13 quarters since.
  • 36 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q2 2026.

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