Occidental Asset Management’s Innovator International Developed Power Buffer ETF November INOV Stock Holding History

Occidental Asset Management’s Portfolio INOV Stock Details INOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$292K	Buy	7,963 +1,000	+14%	+$36.1K	0.03%	244
2026 Q1	$242K	Buy	6,963 +750	+12%	+$26.5K	0.03%	242
2025 Q4	$215K	Buy	+6,213	New	+$210K	0.03%	270

Other funds holding INOV

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Occidental Asset Management's INOV Position: Q2 2026 in Review

Occidental Asset Management increased its Innovator International Developed Power Buffer ETF November (INOV) stake by 14% in Q2 2026, buying an estimated $36.1K and bringing the position to 7,963 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #244.

Occidental Asset Management first reported a position in INOV in Q4 2025 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold INOV as of Q2 2026.

Occidental Asset Management held 7,963 shares of Innovator International Developed Power Buffer ETF November worth $292K as of Q2 2026.
Occidental Asset Management bought 1,000 Innovator International Developed Power Buffer ETF November shares in Q2 2026, an estimated $36.1K.
Innovator International Developed Power Buffer ETF November made up 0.03% of Occidental Asset Management's portfolio in Q2 2026, its #244 holding.
Occidental Asset Management first reported a position in Innovator International Developed Power Buffer ETF November in Q4 2025 and has held it in 3 quarters since.
47 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF November as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.