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

Maia Wealth’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
2025
Q1 		– Sell
-9,002
Closed -$315K – 349
2024
Q4 		$315K Buy
+9,002
New +$310K 0.07% 219

Other funds holding UNOV

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Maia Wealth's UNOV Position: Q1 2025 in Review

Maia Wealth sold out of Innovator US Equity Ultra Buffer ETF November (UNOV) in Q1 2025, closing a stake of 9,002 shares — an estimated $315K sold.

Maia Wealth first reported a position in UNOV in Q4 2024 and held it in 1 quarter. The position peaked at $315K in Q4 2024. 50 funds tracked by Wall St. Rank hold UNOV as of Q1 2025.

  • Maia Wealth reported no remaining Innovator US Equity Ultra Buffer ETF November position as of Q1 2025 after selling out during the quarter.
  • Maia Wealth sold 9,002 Innovator US Equity Ultra Buffer ETF November shares in Q1 2025, an estimated $315K.
  • Maia Wealth first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2024 and held it in 1 quarter.
  • Maia Wealth's Innovator US Equity Ultra Buffer ETF November position peaked at $315K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q1 2025.

Based on Maia Wealth's 13F filing for Q1 2025, filed 12 May 2025.