LWMI
KNOV

Legacy Wealth Management (Idaho)’s Innovator U.S. Small Cap Power Buffer ETF - November KNOV Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio KNOV Stock Details KNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.1K Hold
458
– – 0.01% 441
2025
Q4 		$13K Hold
458
– – 0.01% 386
2025
Q3 		$12.6K Hold
458
– – 0.01% 318
2025
Q2 		$11.7K Sell
458
-169
-27% -$4.13K 0.01% 295
2025
Q1 		$15.3K Hold
627
– – 0.01% 274
2024
Q4 		$16.2K Buy
+627
New +$16.2K 0.01% 237

Other funds holding KNOV

BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $102M AUM
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s KNOV Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Innovator U.S. Small Cap Power Buffer ETF - November (KNOV) position steady in Q1 2026 at 458 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #441.

Legacy Wealth Management (Idaho) first reported a position in KNOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.2K in Q4 2024. 34 funds tracked by Wall St. Rank hold KNOV as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 458 shares of Innovator U.S. Small Cap Power Buffer ETF - November worth $13.1K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Innovator U.S. Small Cap Power Buffer ETF - November share count unchanged in Q1 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - November made up 0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #441 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Innovator U.S. Small Cap Power Buffer ETF - November in Q4 2024 and has held it in 6 quarters since.
  • Legacy Wealth Management (Idaho)'s Innovator U.S. Small Cap Power Buffer ETF - November position peaked at $16.2K in Q4 2024.
  • 34 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - November as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.