EP Wealth Advisors’s Innovator US Equity Power Buffer ETF November PNOV Stock Holding History

EP Wealth Advisors’s Portfolio PNOV Stock Details PNOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$120K	Buy	+3,041	New	+$115K	﹤0.01%	1353

Other funds holding PNOV

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

EP Wealth Advisors's PNOV Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in Innovator US Equity Power Buffer ETF November (PNOV) in Q2 2025: 3,041 shares worth $120K. The stake represents ﹤0.01% of the portfolio and ranks #1353 among its holdings.

183 funds tracked by Wall St. Rank hold PNOV as of Q2 2025.

EP Wealth Advisors held 3,041 shares of Innovator US Equity Power Buffer ETF November worth $120K as of Q2 2025.
Innovator US Equity Power Buffer ETF November was a new EP Wealth Advisors position in Q2 2025.
Innovator US Equity Power Buffer ETF November made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1353 holding.
183 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF November as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.