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

Institutional & Family Asset Management’s Portfolio PNOV Stock Details PNOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-267	Closed	-$8K	–	898
2021 Q3	$8K	Hold	267	–	–	﹤0.01%	592
2021 Q2	$8K	Buy	+267	New	+$8.02K	﹤0.01%	640

Other funds holding PNOV

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

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

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

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

BMM

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

ICG

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

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

Institutional & Family Asset Management sold out of Innovator US Equity Power Buffer ETF November (PNOV) in Q4 2021, closing a stake of 267 shares — an estimated $8K sold.

Institutional & Family Asset Management first reported a position in PNOV in Q2 2021 and held it in 2 quarters. The position peaked at $8K in Q3 2021. 85 funds tracked by Wall St. Rank hold PNOV as of Q4 2021.

Institutional & Family Asset Management reported no remaining Innovator US Equity Power Buffer ETF November position as of Q4 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 267 Innovator US Equity Power Buffer ETF November shares in Q4 2021, an estimated $8K.
Institutional & Family Asset Management first reported a position in Innovator US Equity Power Buffer ETF November in Q2 2021 and held it in 2 quarters.
Institutional & Family Asset Management's Innovator US Equity Power Buffer ETF November position peaked at $8K in Q3 2021.
85 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF November as of Q4 2021.

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