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SeaCrest Wealth Management’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

SeaCrest Wealth Management’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
2022
Q3 		– Sell
-1,000
Closed -$27K – 1465
2022
Q2 		$27K Buy
+1,000
New +$28.1K ﹤0.01% 1376

Other funds holding UNOV

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Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $770M AUM 19.64% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

SeaCrest Wealth Management's UNOV Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Innovator US Equity Ultra Buffer ETF November (UNOV) in Q3 2022, closing a stake of 1,000 shares — an estimated $27K sold.

SeaCrest Wealth Management first reported a position in UNOV in Q2 2022 and held it in 1 quarter. The position peaked at $27K in Q2 2022. 22 funds tracked by Wall St. Rank hold UNOV as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF November position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,000 Innovator US Equity Ultra Buffer ETF November shares in Q3 2022, an estimated $27K.
  • SeaCrest Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF November in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's Innovator US Equity Ultra Buffer ETF November position peaked at $27K in Q2 2022.
  • 22 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.