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Rothschild Investment LLC’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

Rothschild Investment LLC’s Portfolio UNOV Stock Details UNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,000
Closed -$102K – 3192
2025
Q1 		$102K Hold
3,000
– – 0.01% 627
2024
Q4 		$104K Buy
+3,000
New +$103K 0.01% 633

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RCMF
RK Capital Management (Florida) Weston, Florida $2.6B AUM 83.27% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Rothschild Investment LLC's UNOV Position: Q2 2025 in Review

Rothschild Investment LLC sold out of Innovator US Equity Ultra Buffer ETF November (UNOV) in Q2 2025, closing a stake of 3,000 shares — an estimated $102K sold.

Rothschild Investment LLC first reported a position in UNOV in Q4 2024 and held it in 2 quarters. The position peaked at $104K in Q4 2024. 54 funds tracked by Wall St. Rank hold UNOV as of Q2 2025.

  • Rothschild Investment LLC reported no remaining Innovator US Equity Ultra Buffer ETF November position as of Q2 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 3,000 Innovator US Equity Ultra Buffer ETF November shares in Q2 2025, an estimated $102K.
  • Rothschild Investment LLC first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2024 and held it in 2 quarters.
  • Rothschild Investment LLC's Innovator US Equity Ultra Buffer ETF November position peaked at $104K in Q4 2024.
  • 54 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q2 2025.

Based on Rothschild Investment LLC's 13F filing for Q2 2025, filed 11 Aug 2025.