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Gerber Kawasaki Wealth & Investment Management’s Innovator US Equity Buffer ETF November BNOV Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio BNOV Stock Details BNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,000
Closed -$279K – 286
2023
Q4 		$279K Buy
+8,000
New +$268K 0.02% 211
2023
Q3 		– Sell
-8,000
Closed -$272K – 257
2023
Q2 		$272K Buy
+8,000
New +$258K 0.02% 213

Other funds holding BNOV

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's BNOV Position: Q1 2024 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Innovator US Equity Buffer ETF November (BNOV) in Q1 2024, closing a stake of 8,000 shares — an estimated $279K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in BNOV in Q2 2023 and held it in 2 quarters. The position peaked at $279K in Q4 2023. 82 funds tracked by Wall St. Rank hold BNOV as of Q1 2024.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Innovator US Equity Buffer ETF November position as of Q1 2024 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 8,000 Innovator US Equity Buffer ETF November shares in Q1 2024, an estimated $279K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Innovator US Equity Buffer ETF November in Q2 2023 and held it in 2 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Innovator US Equity Buffer ETF November position peaked at $279K in Q4 2023.
  • 82 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF November as of Q1 2024.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2024, filed 14 May 2024.