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Next Financial Group’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

Next Financial Group’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
Q4 		$101K Buy
+3,408
New +$100K 0.01% 1158

Other funds holding UNOV

AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WKSWA
White Knight Strategic Wealth Advisors Princeton, New Jersey $119M AUM 24.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Next Financial Group's UNOV Position: Q4 2021 in Review

Next Financial Group opened a new position in Innovator US Equity Ultra Buffer ETF November (UNOV) in Q4 2021: 3,408 shares worth $101K. The stake represents 0.01% of the portfolio and ranks #1158 among its holdings.

29 funds tracked by Wall St. Rank hold UNOV as of Q4 2021.

  • Next Financial Group held 3,408 shares of Innovator US Equity Ultra Buffer ETF November worth $101K as of Q4 2021.
  • Innovator US Equity Ultra Buffer ETF November was a new Next Financial Group position in Q4 2021.
  • Innovator US Equity Ultra Buffer ETF November made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1158 holding.
  • 29 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.