Mutual Advisors’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

Mutual Advisors’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
2021 Q1	–	Sell	-152,162	Closed	-$4.3M	–	828
2020 Q4	$4.3M	Buy	+152,162	New	+$4.23M	0.32%	63

Other funds holding UNOV

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Mutual Advisors's UNOV Position: Q1 2021 in Review

Mutual Advisors sold out of Innovator US Equity Ultra Buffer ETF November (UNOV) in Q1 2021, closing a stake of 152,162 shares — an estimated $4.3M sold.

Mutual Advisors first reported a position in UNOV in Q4 2020 and held it in 1 quarter. The position peaked at $4.3M in Q4 2020. 16 funds tracked by Wall St. Rank hold UNOV as of Q1 2021.

Mutual Advisors reported no remaining Innovator US Equity Ultra Buffer ETF November position as of Q1 2021 after selling out during the quarter.
Mutual Advisors sold 152,162 Innovator US Equity Ultra Buffer ETF November shares in Q1 2021, an estimated $4.3M.
Mutual Advisors first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2020 and held it in 1 quarter.
Mutual Advisors's Innovator US Equity Ultra Buffer ETF November position peaked at $4.3M in Q4 2020.
16 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q1 2021.

Based on Mutual Advisors's 13F filing for Q1 2021, filed 13 May 2021.