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Investment Research & Advisory Group’s Innovator US Equity Power Buffer ETF November PNOV Stock Holding History

Investment Research & Advisory Group’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
2023
Q3 		– Sell
-300
Closed -$10.2K – 228
2023
Q2 		$10.2K Buy
+300
New +$9.74K 0.01% 158

Other funds holding PNOV

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Investment Research & Advisory Group's PNOV Position: Q3 2023 in Review

Investment Research & Advisory Group sold out of Innovator US Equity Power Buffer ETF November (PNOV) in Q3 2023, closing a stake of 300 shares — an estimated $10.2K sold.

Investment Research & Advisory Group first reported a position in PNOV in Q2 2023 and held it in 1 quarter. The position peaked at $10.2K in Q2 2023. 125 funds tracked by Wall St. Rank hold PNOV as of Q3 2023.

  • Investment Research & Advisory Group reported no remaining Innovator US Equity Power Buffer ETF November position as of Q3 2023 after selling out during the quarter.
  • Investment Research & Advisory Group sold 300 Innovator US Equity Power Buffer ETF November shares in Q3 2023, an estimated $10.2K.
  • Investment Research & Advisory Group first reported a position in Innovator US Equity Power Buffer ETF November in Q2 2023 and held it in 1 quarter.
  • Investment Research & Advisory Group's Innovator US Equity Power Buffer ETF November position peaked at $10.2K in Q2 2023.
  • 125 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF November as of Q3 2023.

Based on Investment Research & Advisory Group's 13F filing for Q3 2023, filed 19 Oct 2023.