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Reston Wealth Management’s Innovator US Equity Power Buffer ETF November PNOV Stock Holding History

Reston Wealth Management’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
2023
Q3 		– Sell
-11,900
Closed -$404K – 54
2023
Q2 		$404K Hold
11,900
– – 0.19% 33
2023
Q1 		$378K Hold
11,900
– – 0.2% 31
2022
Q4 		$359K Buy
+11,900
New +$356K 0.2% 33

Other funds holding PNOV

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Reston Wealth Management's PNOV Position: Q3 2023 in Review

Reston Wealth Management sold out of Innovator US Equity Power Buffer ETF November (PNOV) in Q3 2023, closing a stake of 11,900 shares — an estimated $404K sold.

Reston Wealth Management first reported a position in PNOV in Q4 2022 and held it in 3 quarters. The position peaked at $404K in Q2 2023. 125 funds tracked by Wall St. Rank hold PNOV as of Q3 2023.

  • Reston Wealth Management reported no remaining Innovator US Equity Power Buffer ETF November position as of Q3 2023 after selling out during the quarter.
  • Reston Wealth Management sold 11,900 Innovator US Equity Power Buffer ETF November shares in Q3 2023, an estimated $404K.
  • Reston Wealth Management first reported a position in Innovator US Equity Power Buffer ETF November in Q4 2022 and held it in 3 quarters.
  • Reston Wealth Management's Innovator US Equity Power Buffer ETF November position peaked at $404K in Q2 2023.
  • 125 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF November as of Q3 2023.

Based on Reston Wealth Management's 13F filing for Q3 2023, filed 20 Oct 2023.