Koshinski Asset Management
UNOV icon

Koshinski Asset Management’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

Koshinski Asset Management’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
2022
Q1 		– Sell
-975
Closed -$28.8K – 2237
2021
Q4 		$28.8K Hold
975
– – ﹤0.01% 1343
2021
Q3 		$28.5K Buy
+975
New +$28.5K ﹤0.01% 1329

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BCM
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Koshinski Asset Management's UNOV Position: Q1 2022 in Review

Koshinski Asset Management sold out of Innovator US Equity Ultra Buffer ETF November (UNOV) in Q1 2022, closing a stake of 975 shares — an estimated $28.8K sold.

Koshinski Asset Management first reported a position in UNOV in Q3 2021 and held it in 2 quarters. The position peaked at $28.8K in Q4 2021. 23 funds tracked by Wall St. Rank hold UNOV as of Q1 2022.

  • Koshinski Asset Management reported no remaining Innovator US Equity Ultra Buffer ETF November position as of Q1 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 975 Innovator US Equity Ultra Buffer ETF November shares in Q1 2022, an estimated $28.8K.
  • Koshinski Asset Management first reported a position in Innovator US Equity Ultra Buffer ETF November in Q3 2021 and held it in 2 quarters.
  • Koshinski Asset Management's Innovator US Equity Ultra Buffer ETF November position peaked at $28.8K in Q4 2021.
  • 23 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q1 2022.

Based on Koshinski Asset Management's 13F filing for Q1 2022, filed 20 Apr 2022.