Pacific Excel Wealth Advisors’s Innovator US Equity Power Buffer ETF November PNOV Stock Holding History

Pacific Excel Wealth Advisors’s Portfolio PNOV Stock Details PNOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-7,728	Closed	-$316K	–	296
2026 Q1	$316K	Buy	7,728 +1,371	+22%	+$57.3K	0.33%	91
2025 Q4	$266K	Buy	+6,357	New	+$263K	0.5%	74

Other funds holding PNOV

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

BMM

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Pacific Excel Wealth Advisors's PNOV Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of Innovator US Equity Power Buffer ETF November (PNOV) in Q2 2026, closing a stake of 7,728 shares — an estimated $316K sold.

Pacific Excel Wealth Advisors first reported a position in PNOV in Q4 2025 and held it in 2 quarters. The position peaked at $316K in Q1 2026. 211 funds tracked by Wall St. Rank hold PNOV as of Q2 2026.

Pacific Excel Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF November position as of Q2 2026 after selling out during the quarter.
Pacific Excel Wealth Advisors sold 7,728 Innovator US Equity Power Buffer ETF November shares in Q2 2026, an estimated $316K.
Pacific Excel Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF November in Q4 2025 and held it in 2 quarters.
Pacific Excel Wealth Advisors's Innovator US Equity Power Buffer ETF November position peaked at $316K in Q1 2026.
211 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF November as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.