KMG Fiduciary Partners’s Innovator US Equity Power Buffer ETF November PNOV Stock Holding History

KMG Fiduciary Partners’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
2025 Q1	–	Sell	-7,852	Closed	-$297K	–	289
2024 Q4	$297K	Sell	7,852 -116	-1%	-$4.37K	0.02%	241
2024 Q3	$294K	Hold	7,968	–	–	0.03%	240
2024 Q2	$289K	Hold	7,968	–	–	0.03%	213
2024 Q1	$283K	Hold	7,968	–	–	0.03%	207
2023 Q4	$274K	Buy	+7,968	New	+$267K	0.03%	210

Other funds holding PNOV

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KMG Fiduciary Partners's PNOV Position: Q1 2025 in Review

KMG Fiduciary Partners sold out of Innovator US Equity Power Buffer ETF November (PNOV) in Q1 2025, closing a stake of 7,852 shares — an estimated $297K sold.

KMG Fiduciary Partners first reported a position in PNOV in Q4 2023 and held it in 5 quarters. The position peaked at $297K in Q4 2024. 181 funds tracked by Wall St. Rank hold PNOV as of Q1 2025.

KMG Fiduciary Partners reported no remaining Innovator US Equity Power Buffer ETF November position as of Q1 2025 after selling out during the quarter.
KMG Fiduciary Partners sold 7,852 Innovator US Equity Power Buffer ETF November shares in Q1 2025, an estimated $297K.
KMG Fiduciary Partners first reported a position in Innovator US Equity Power Buffer ETF November in Q4 2023 and held it in 5 quarters.
KMG Fiduciary Partners's Innovator US Equity Power Buffer ETF November position peaked at $297K in Q4 2024.
181 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF November as of Q1 2025.

Based on KMG Fiduciary Partners's 13F filing for Q1 2025, filed 14 Apr 2025.