Financial Management Network’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

Financial Management Network’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 Q3	$239K	Sell	5,750 -2,200	-28%	-$89.8K	0.03%	189
2026 Q2	$320K	Hold	7,950	–	–	0.05%	169
2026 Q1	$303K	Sell	7,950 -415	-5%	-$15.8K	0.05%	161
2025 Q4	$319K	Hold	8,365	–	–	0.05%	147
2025 Q3	$314K	Hold	8,365	–	–	0.05%	146
2025 Q2	$303K	Hold	8,365	–	–	0.05%	141
2025 Q1	$271K	Hold	8,365	–	–	0.06%	134
2024 Q4	$291K	Buy	+8,365	New	+$288K	0.06%	135

Other funds holding UNOV

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Atticus Wealth Management Palm Beach Gardens, Florida $452M AUM 17.19% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

Financial Management Network's UNOV Position: Q3 2026 in Review

Financial Management Network reduced its Innovator US Equity Ultra Buffer ETF November (UNOV) stake by 28% in Q3 2026, selling an estimated $89.8K and leaving 5,750 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #189.

Financial Management Network first reported a position in UNOV in Q4 2024 and has held it in 8 quarters since. The position peaked at $320K in Q2 2026. 26 funds tracked by Wall St. Rank hold UNOV as of Q3 2026.

Financial Management Network held 5,750 shares of Innovator US Equity Ultra Buffer ETF November worth $239K as of Q3 2026.
Financial Management Network sold 2,200 Innovator US Equity Ultra Buffer ETF November shares in Q3 2026, an estimated $89.8K.
Innovator US Equity Ultra Buffer ETF November made up 0.03% of Financial Management Network's portfolio in Q3 2026, its #189 holding.
Financial Management Network first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2024 and has held it in 8 quarters since.
Financial Management Network's Innovator US Equity Ultra Buffer ETF November position peaked at $320K in Q2 2026.
26 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.