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

IFP 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 Q3	$566K	Sell	13,692 -82,362	-86%	-$3.36M	0.01%	998
2026 Q2	$3.86M	Buy	96,054 +1,253	+1%	+$49.4K	0.07%	312
2026 Q1	$3.53M	Sell	94,801 -27	-0%	-$1.03K	0.07%	298
2025 Q4	$3.61M	Buy	+94,828	New	+$3.58M	0.08%	265
2022 Q1	–	Sell	-1,323	Closed	-$39K	–	4596
2021 Q4	$39K	Hold	1,323	–	–	﹤0.01%	1656
2021 Q3	$39K	Hold	1,323	–	–	﹤0.01%	1689
2021 Q2	$39K	Sell	1,323 -551	-29%	-$16K	﹤0.01%	1636
2021 Q1	$54K	Hold	1,874	–	–	﹤0.01%	1442
2020 Q4	$53K	Buy	+1,874	New	+$52.1K	﹤0.01%	1417
2020 Q2	–	Sell	-2,000	Closed	-$50.8K	–	2954
2020 Q1	$48K	Buy	+2,000	New	+$51.1K	﹤0.01%	1138

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

IFP Advisors's UNOV Position: Q3 2026 in Review

IFP Advisors reduced its Innovator US Equity Ultra Buffer ETF November (UNOV) stake by 86% in Q3 2026, selling an estimated $3.36M and leaving 13,692 shares worth $566K. The position accounts for 0.01% of the portfolio, ranked #998.

IFP Advisors first reported a position in UNOV in Q1 2020 and has held it in 10 quarters since. The position peaked at $3.86M in Q2 2026. 24 funds tracked by Wall St. Rank hold UNOV as of Q3 2026.

IFP Advisors held 13,692 shares of Innovator US Equity Ultra Buffer ETF November worth $566K as of Q3 2026.
IFP Advisors sold 82,362 Innovator US Equity Ultra Buffer ETF November shares in Q3 2026, an estimated $3.36M.
Innovator US Equity Ultra Buffer ETF November made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #998 holding.
IFP Advisors first reported a position in Innovator US Equity Ultra Buffer ETF November in Q1 2020 and has held it in 10 quarters since.
IFP Advisors's Innovator US Equity Ultra Buffer ETF November position peaked at $3.86M in Q2 2026.
24 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.