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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
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

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
IA
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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return

Lantz Financial's UNOV Position: Q2 2026 in Review

Lantz Financial reduced its Innovator US Equity Ultra Buffer ETF November (UNOV) stake by 0.3% in Q2 2026, selling an estimated $2.01K and leaving 17,036 shares worth $684K. The position accounts for 0.13% of the portfolio, ranked #148.

Lantz Financial first reported a position in UNOV in Q4 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold UNOV as of Q2 2026.

  • Lantz Financial held 17,036 shares of Innovator US Equity Ultra Buffer ETF November worth $684K as of Q2 2026.
  • Lantz Financial sold 51 Innovator US Equity Ultra Buffer ETF November shares in Q2 2026, an estimated $2.01K.
  • Innovator US Equity Ultra Buffer ETF November made up 0.13% of Lantz Financial's portfolio in Q2 2026, its #148 holding.
  • Lantz Financial first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.