PFM
KNOV

Phillips Financial Management’s Innovator U.S. Small Cap Power Buffer ETF - November KNOV Stock Holding History

Phillips Financial Management’s Portfolio KNOV Stock Details KNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.5K Hold
890
– – ﹤0.01% 255
2025
Q4 		$25.3K Buy
+890
New +$25.1K ﹤0.01% 271

Other funds holding KNOV

BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $102M AUM
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Phillips Financial Management's KNOV Position: Q1 2026 in Review

Phillips Financial Management held its Innovator U.S. Small Cap Power Buffer ETF - November (KNOV) position steady in Q1 2026 at 890 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Phillips Financial Management first reported a position in KNOV in Q4 2025 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold KNOV as of Q1 2026.

  • Phillips Financial Management held 890 shares of Innovator U.S. Small Cap Power Buffer ETF - November worth $25.5K as of Q1 2026.
  • Phillips Financial Management left its Innovator U.S. Small Cap Power Buffer ETF - November share count unchanged in Q1 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - November made up ﹤0.01% of Phillips Financial Management's portfolio in Q1 2026, its #255 holding.
  • Phillips Financial Management first reported a position in Innovator U.S. Small Cap Power Buffer ETF - November in Q4 2025 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - November as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.