Envestnet Asset Management’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

Envestnet Asset Management’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	$1.83M	Buy	45,551 +2,922	+7%	+$115K	﹤0.01%	3218
2026 Q1	$1.59M	Buy	42,629 +1,095	+3%	+$41.7K	﹤0.01%	3163
2025 Q4	$1.58M	Buy	41,534 +32,491	+359%	+$1.23M	﹤0.01%	3007
2025 Q3	$339K	Sell	9,043 -21,950	-71%	-$808K	﹤0.01%	4001
2025 Q2	$1.12M	Sell	30,993 -1,035	-3%	-$35.7K	﹤0.01%	3222
2025 Q1	$1.09M	Sell	32,028 -1,501	-4%	-$52.2K	﹤0.01%	3146
2024 Q4	$1.16M	Buy	33,529 +26,969	+411%	+$929K	﹤0.01%	3069
2024 Q3	$222K	Buy	6,560 +9	+0.1%	+$302	﹤0.01%	3974
2024 Q2	$218K	Buy	+6,551	New	+$216K	﹤0.01%	3881
2024 Q1	–	Sell	-12,069	Closed	-$382K	–	4286
2023 Q4	$382K	Buy	12,069 +3,166	+36%	+$97.3K	﹤0.01%	3474
2023 Q3	$270K	Sell	8,903 -3,591	-29%	-$111K	﹤0.01%	3579
2023 Q2	$384K	Sell	12,494 -1,197	-9%	-$35.4K	﹤0.01%	3360
2023 Q1	$397K	Buy	13,691 +511	+4%	+$14.5K	﹤0.01%	3296
2022 Q4	$365K	Buy	+13,180	New	+$366K	﹤0.01%	3296
2021 Q1	–	Sell	-8,574	Closed	-$243K	–	3579
2020 Q4	$243K	Buy	8,574 +1,012	+13%	+$28.1K	﹤0.01%	3033
2020 Q3	$204K	Buy	+7,562	New	+$201K	﹤0.01%	2915

Other funds holding UNOV

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management's UNOV Position: Q2 2026 in Review

Envestnet Asset Management increased its Innovator US Equity Ultra Buffer ETF November (UNOV) stake by 6.9% in Q2 2026, buying an estimated $115K and bringing the position to 45,551 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #3218.

Envestnet Asset Management first reported a position in UNOV in Q3 2020 and has held it in 16 quarters since. 49 funds tracked by Wall St. Rank hold UNOV as of Q2 2026.

Envestnet Asset Management held 45,551 shares of Innovator US Equity Ultra Buffer ETF November worth $1.83M as of Q2 2026.
Envestnet Asset Management bought 2,922 Innovator US Equity Ultra Buffer ETF November shares in Q2 2026, an estimated $115K.
Innovator US Equity Ultra Buffer ETF November made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3218 holding.
Envestnet Asset Management first reported a position in Innovator US Equity Ultra Buffer ETF November in Q3 2020 and has held it in 16 quarters since.
49 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.