Lantz Financial
UNOV icon

Lantz Financial’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

Lantz Financial’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
Q3 		$704K Hold
17,036
– – 0.13% 145
2026
Q2 		$684K Sell
17,036
-51
-0.3% -$2.01K 0.13% 148
2026
Q1 		$637K Hold
17,087
– – 0.13% 153
2025
Q4 		$650K Buy
+17,087
New +$645K 0.14% 140

Other funds holding UNOV

Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Kellett Wealth Advisors
Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Atticus Wealth Management
Atticus Wealth Management Palm Beach Gardens, Florida $452M AUM 17.19% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Lantz Financial's UNOV Position: Q3 2026 in Review

Lantz Financial held its Innovator US Equity Ultra Buffer ETF November (UNOV) position steady in Q3 2026 at 17,036 shares worth $704K. The position accounts for 0.13% of the portfolio, ranked #145.

Lantz Financial first reported a position in UNOV in Q4 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold UNOV as of Q3 2026.

  • Lantz Financial held 17,036 shares of Innovator US Equity Ultra Buffer ETF November worth $704K as of Q3 2026.
  • Lantz Financial left its Innovator US Equity Ultra Buffer ETF November share count unchanged in Q3 2026.
  • Innovator US Equity Ultra Buffer ETF November made up 0.13% of Lantz Financial's portfolio in Q3 2026, its #145 holding.
  • Lantz Financial first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2025 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.