Institutional & Family Asset Management’s Innovator US Equity Buffer ETF November BNOV Stock Holding History

Institutional & Family Asset 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
2021 Q4	–	Sell	-255	Closed	-$8K	–	815
2021 Q3	$8K	Hold	255	–	–	﹤0.01%	575
2021 Q2	$8K	Buy	+255	New	+$8K	﹤0.01%	628

Other funds holding BNOV

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Institutional & Family Asset Management's BNOV Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Innovator US Equity Buffer ETF November (BNOV) in Q4 2021, closing a stake of 255 shares — an estimated $8K sold.

Institutional & Family Asset Management first reported a position in BNOV in Q2 2021 and held it in 2 quarters. The position peaked at $8K in Q3 2021. 58 funds tracked by Wall St. Rank hold BNOV as of Q4 2021.

Institutional & Family Asset Management reported no remaining Innovator US Equity Buffer ETF November position as of Q4 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 255 Innovator US Equity Buffer ETF November shares in Q4 2021, an estimated $8K.
Institutional & Family Asset Management first reported a position in Innovator US Equity Buffer ETF November in Q2 2021 and held it in 2 quarters.
Institutional & Family Asset Management's Innovator US Equity Buffer ETF November position peaked at $8K in Q3 2021.
58 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF November as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.