IHT Wealth Management’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

IHT Wealth Management’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	$1.3M	Sell	32,453 -14,797	-31%	-$583K	0.03%	520
2026 Q1	$1.76M	Sell	47,250 -22,212	-32%	-$845K	0.04%	411
2025 Q4	$2.67M	Buy	69,462 +50,891	+274%	+$1.92M	0.06%	284
2025 Q3	$703K	Sell	18,571 -64,231	-78%	-$2.36M	0.02%	631
2025 Q2	$2.99M	Sell	82,802 -15,516	-16%	-$535K	0.08%	237
2025 Q1	$3.36M	Buy	+98,318	New	+$3.42M	0.11%	194

Other funds holding UNOV

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 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

IHT Wealth Management's UNOV Position: Q2 2026 in Review

IHT Wealth Management reduced its Innovator US Equity Ultra Buffer ETF November (UNOV) stake by 31% in Q2 2026, selling an estimated $583K and leaving 32,453 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #520.

IHT Wealth Management first reported a position in UNOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.36M in Q1 2025. 77 funds tracked by Wall St. Rank hold UNOV as of Q2 2026.

IHT Wealth Management held 32,453 shares of Innovator US Equity Ultra Buffer ETF November worth $1.3M as of Q2 2026.
IHT Wealth Management sold 14,797 Innovator US Equity Ultra Buffer ETF November shares in Q2 2026, an estimated $583K.
Innovator US Equity Ultra Buffer ETF November made up 0.03% of IHT Wealth Management's portfolio in Q2 2026, its #520 holding.
IHT Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF November in Q1 2025 and has held it in 6 quarters since.
IHT Wealth Management's Innovator US Equity Ultra Buffer ETF November position peaked at $3.36M in Q1 2025.
77 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.