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Phillips Financial Management’s Innovator International Developed Power Buffer ETF November INOV Stock Holding History

Phillips Financial 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 		$56.1K Hold
1,528
– – ﹤0.01% 242
2026
Q1 		$53K Hold
1,528
– – ﹤0.01% 230
2025
Q4 		$52.8K Hold
1,528
– – ﹤0.01% 243
2025
Q3 		$50.9K Hold
1,528
– – ﹤0.01% 251
2025
Q2 		$49.3K Buy
+1,528
New +$47.4K ﹤0.01% 222

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Phillips Financial Management's INOV Position: Q2 2026 in Review

Phillips Financial Management held its Innovator International Developed Power Buffer ETF November (INOV) position steady in Q2 2026 at 1,528 shares worth $56.1K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Phillips Financial Management first reported a position in INOV in Q2 2025 and has held it in 5 quarters since. 33 funds tracked by Wall St. Rank hold INOV as of Q2 2026.

  • Phillips Financial Management held 1,528 shares of Innovator International Developed Power Buffer ETF November worth $56.1K as of Q2 2026.
  • Phillips Financial Management left its Innovator International Developed Power Buffer ETF November share count unchanged in Q2 2026.
  • Innovator International Developed Power Buffer ETF November made up ﹤0.01% of Phillips Financial Management's portfolio in Q2 2026, its #242 holding.
  • Phillips Financial Management first reported a position in Innovator International Developed Power Buffer ETF November in Q2 2025 and has held it in 5 quarters since.
  • 33 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF November as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.