Lakeridge Wealth Management’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

Lakeridge Wealth 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
2026 Q2	$276K	Hold	6,881	–	–	0.1%	152
2026 Q1	$256K	Hold	6,881	–	–	0.11%	143
2025 Q4	$262K	Hold	6,881	–	–	0.12%	138
2025 Q3	$258K	Hold	6,881	–	–	0.11%	128
2025 Q2	$248K	Hold	6,881	–	–	0.11%	134
2025 Q1	$234K	Hold	6,881	–	–	0.12%	137
2024 Q4	$238K	Hold	6,881	–	–	0.12%	137
2024 Q3	$233K	Hold	6,881	–	–	0.13%	136
2024 Q2	$229K	Hold	6,881	–	–	0.14%	129
2024 Q1	$225K	Hold	6,881	–	–	0.15%	120
2023 Q4	$218K	Buy	+6,881	New	+$211K	0.16%	119

Other funds holding UNOV

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BCM

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

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

RCMF

RK Capital Management (Florida) Weston, Florida $10.8B AUM 53.02% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Lakeridge Wealth Management's UNOV Position: Q2 2026 in Review

Lakeridge Wealth Management held its Innovator US Equity Ultra Buffer ETF November (UNOV) position steady in Q2 2026 at 6,881 shares worth $276K. The position accounts for 0.1% of the portfolio, ranked #152.

Lakeridge Wealth Management first reported a position in UNOV in Q4 2023 and has held it in 11 quarters since. 77 funds tracked by Wall St. Rank hold UNOV as of Q2 2026.

Lakeridge Wealth Management held 6,881 shares of Innovator US Equity Ultra Buffer ETF November worth $276K as of Q2 2026.
Lakeridge Wealth Management left its Innovator US Equity Ultra Buffer ETF November share count unchanged in Q2 2026.
Innovator US Equity Ultra Buffer ETF November made up 0.1% of Lakeridge Wealth Management's portfolio in Q2 2026, its #152 holding.
Lakeridge Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2023 and has held it in 11 quarters since.
77 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.