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

Foundations Investment 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
2026
Q1 		$834K Buy
22,388
+363
+2% +$13.8K 0.01% 567
2025
Q4 		$838K Buy
22,025
+10,350
+89% +$391K 0.01% 566
2025
Q3 		$437K Buy
+11,675
New +$430K 0.01% 701

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $184M AUM 17.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RCMF
RK Capital Management (Florida) Weston, Florida $2.6B AUM 83.27% 1-Year Est. Return

Foundations Investment Advisors's UNOV Position: Q1 2026 in Review

Foundations Investment Advisors increased its Innovator US Equity Ultra Buffer ETF November (UNOV) stake by 1.6% in Q1 2026, buying an estimated $13.8K and bringing the position to 22,388 shares worth $834K. The position accounts for 0.01% of the portfolio, ranked #567.

Foundations Investment Advisors first reported a position in UNOV in Q3 2025 and has held it in 3 quarters since. The position peaked at $838K in Q4 2025. 69 funds tracked by Wall St. Rank hold UNOV as of Q1 2026.

  • Foundations Investment Advisors held 22,388 shares of Innovator US Equity Ultra Buffer ETF November worth $834K as of Q1 2026.
  • Foundations Investment Advisors bought 363 Innovator US Equity Ultra Buffer ETF November shares in Q1 2026, an estimated $13.8K.
  • Innovator US Equity Ultra Buffer ETF November made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #567 holding.
  • Foundations Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF November in Q3 2025 and has held it in 3 quarters since.
  • Foundations Investment Advisors's Innovator US Equity Ultra Buffer ETF November position peaked at $838K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.