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My Personal CFO LLC’s Innovator US Equity Buffer ETF November BNOV Stock Holding History

My Personal CFO LLC’s Portfolio BNOV Stock Details BNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.82M Sell
58,915
-25
-0% -$1.17K 1.1% 23
2026
Q1 		$2.54M Sell
58,940
-6,570
-10% -$291K 1.11% 23
2025
Q4 		$2.91M Buy
+65,510
New +$2.88M 1.22% 19
2025
Q3 		– Sell
-64,510
Closed -$2.66M – 108
2025
Q2 		$2.66M Hold
64,510
– – 1.21% 22
2025
Q1 		$2.46M Sell
64,510
-2,300
-3% -$90.7K 1.24% 23
2024
Q4 		$2.62M Buy
66,810
+15,860
+31% +$619K 1.35% 20
2024
Q3 		$1.94M Hold
50,950
– – 1.07% 28
2024
Q2 		$1.9M Hold
50,950
– – 1.02% 26
2024
Q1 		$1.86M Sell
50,950
-250
-0.5% -$8.92K 1.07% 26
2023
Q4 		$1.79M Buy
51,200
+25,500
+99% +$854K 1.16% 23
2023
Q3 		$841K Hold
25,700
– – 0.68% 38
2023
Q2 		$873K Sell
25,700
-140
-0.5% -$4.52K 0.69% 38
2023
Q1 		$817K Buy
25,840
+16,141
+166% +$498K 0.7% 37
2022
Q4 		$862K Buy
+9,699
New +$288K 0.8% 30
2022
Q3 		– Sell
-9,250
Closed -$265K – 60
2022
Q2 		$265K Sell
9,250
-6,000
-39% -$181K 0.34% 48
2022
Q1 		$490K Hold
15,250
– – 0.51% 34
2021
Q4 		$502K Buy
+15,250
New +$494K 0.44% 39

Other funds holding BNOV

PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $187M AUM 26.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

My Personal CFO LLC's BNOV Position: Q2 2026 in Review

My Personal CFO LLC reduced its Innovator US Equity Buffer ETF November (BNOV) stake by 0.04% in Q2 2026, selling an estimated $1.17K and leaving 58,915 shares worth $2.82M. The position accounts for 1.1% of the portfolio, ranked #23.

My Personal CFO LLC first reported a position in BNOV in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.91M in Q4 2025. 93 funds tracked by Wall St. Rank hold BNOV as of Q2 2026.

  • My Personal CFO LLC held 58,915 shares of Innovator US Equity Buffer ETF November worth $2.82M as of Q2 2026.
  • My Personal CFO LLC sold 25 Innovator US Equity Buffer ETF November shares in Q2 2026, an estimated $1.17K.
  • Innovator US Equity Buffer ETF November made up 1.1% of My Personal CFO LLC's portfolio in Q2 2026, its #23 holding.
  • My Personal CFO LLC first reported a position in Innovator US Equity Buffer ETF November in Q4 2021 and has held it in 17 quarters since.
  • My Personal CFO LLC's Innovator US Equity Buffer ETF November position peaked at $2.91M in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF November as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.