Independent Financial Group’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

Independent Financial Group’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	$219K	Sell	5,300 -2,000	-27%	-$81.6K	﹤0.01%	1453
2026 Q2	$293K	Hold	7,300	–	–	0.01%	1260
2026 Q1	$272K	Hold	7,300	–	–	0.01%	1212
2025 Q4	$278K	Buy	+7,300	New	+$276K	0.01%	1189

Other funds holding UNOV

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Independent Financial Group's UNOV Position: Q3 2026 in Review

Independent Financial Group reduced its Innovator US Equity Ultra Buffer ETF November (UNOV) stake by 27% in Q3 2026, selling an estimated $81.6K and leaving 5,300 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Independent Financial Group first reported a position in UNOV in Q4 2025 and has held it in 4 quarters since. The position peaked at $293K in Q2 2026. 8 funds tracked by Wall St. Rank hold UNOV as of Q3 2026.

Independent Financial Group held 5,300 shares of Innovator US Equity Ultra Buffer ETF November worth $219K as of Q3 2026.
Independent Financial Group sold 2,000 Innovator US Equity Ultra Buffer ETF November shares in Q3 2026, an estimated $81.6K.
Innovator US Equity Ultra Buffer ETF November made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1453 holding.
Independent Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2025 and has held it in 4 quarters since.
Independent Financial Group's Innovator US Equity Ultra Buffer ETF November position peaked at $293K in Q2 2026.
8 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.