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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
Q2 		$874K Sell
21,754
-634
-3% -$25K 0.01% 608
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

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
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
RCMF
RK Capital Management (Florida) Weston, Florida $10.8B AUM 53.02% 1-Year Est. Return
Commonwealth Equity Services
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

Foundations Investment Advisors's UNOV Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Innovator US Equity Ultra Buffer ETF November (UNOV) stake by 2.8% in Q2 2026, selling an estimated $25K and leaving 21,754 shares worth $874K. The position accounts for 0.01% of the portfolio, ranked #608.

Foundations Investment Advisors first reported a position in UNOV in Q3 2025 and has held it in 4 quarters since. 77 funds tracked by Wall St. Rank hold UNOV as of Q2 2026.

  • Foundations Investment Advisors held 21,754 shares of Innovator US Equity Ultra Buffer ETF November worth $874K as of Q2 2026.
  • Foundations Investment Advisors sold 634 Innovator US Equity Ultra Buffer ETF November shares in Q2 2026, an estimated $25K.
  • Innovator US Equity Ultra Buffer ETF November made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #608 holding.
  • Foundations Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF November in Q3 2025 and has held it in 4 quarters since.
  • 77 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.