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

Fermata 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
2025
Q1 		– Sell
-10,103
Closed -$350K – 305
2024
Q4 		$350K Buy
+10,103
New +$348K 0.07% 185

Other funds holding UNOV

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Fermata Advisors's UNOV Position: Q1 2025 in Review

Fermata Advisors sold out of Innovator US Equity Ultra Buffer ETF November (UNOV) in Q1 2025, closing a stake of 10,103 shares — an estimated $350K sold.

Fermata Advisors first reported a position in UNOV in Q4 2024 and held it in 1 quarter. The position peaked at $350K in Q4 2024. 50 funds tracked by Wall St. Rank hold UNOV as of Q1 2025.

  • Fermata Advisors reported no remaining Innovator US Equity Ultra Buffer ETF November position as of Q1 2025 after selling out during the quarter.
  • Fermata Advisors sold 10,103 Innovator US Equity Ultra Buffer ETF November shares in Q1 2025, an estimated $350K.
  • Fermata Advisors first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2024 and held it in 1 quarter.
  • Fermata Advisors's Innovator US Equity Ultra Buffer ETF November position peaked at $350K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q1 2025.

Based on Fermata Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.