DAS
UNOV icon

Dynamic Advisor Solutions’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

Dynamic Advisor Solutions’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
2020
Q4 		– Sell
-9,637
Closed -$259K – 723
2020
Q3 		$259K Hold
9,637
– – 0.03% 473
2020
Q2 		$251K Buy
+9,637
New +$245K 0.03% 421

Other funds holding UNOV

MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Dynamic Advisor Solutions's UNOV Position: Q4 2020 in Review

Dynamic Advisor Solutions sold out of Innovator US Equity Ultra Buffer ETF November (UNOV) in Q4 2020, closing a stake of 9,637 shares — an estimated $259K sold.

Dynamic Advisor Solutions first reported a position in UNOV in Q2 2020 and held it in 2 quarters. The position peaked at $259K in Q3 2020. 16 funds tracked by Wall St. Rank hold UNOV as of Q4 2020.

  • Dynamic Advisor Solutions reported no remaining Innovator US Equity Ultra Buffer ETF November position as of Q4 2020 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 9,637 Innovator US Equity Ultra Buffer ETF November shares in Q4 2020, an estimated $259K.
  • Dynamic Advisor Solutions first reported a position in Innovator US Equity Ultra Buffer ETF November in Q2 2020 and held it in 2 quarters.
  • Dynamic Advisor Solutions's Innovator US Equity Ultra Buffer ETF November position peaked at $259K in Q3 2020.
  • 16 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q4 2020.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2020, filed 3 Feb 2021.