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Sigma Planning Corp’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

Sigma Planning Corp’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
2026
Q1 		– Sell
-5,275
Closed -$201K – 1401
2025
Q4 		$201K Buy
+5,275
New +$199K 0.01% 1226

Other funds holding UNOV

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TPW
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $184M AUM 17.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RCMF
RK Capital Management (Florida) Weston, Florida $2.6B AUM 83.27% 1-Year Est. Return

Sigma Planning Corp's UNOV Position: Q1 2026 in Review

Sigma Planning Corp sold out of Innovator US Equity Ultra Buffer ETF November (UNOV) in Q1 2026, closing a stake of 5,275 shares — an estimated $201K sold.

Sigma Planning Corp first reported a position in UNOV in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 69 funds tracked by Wall St. Rank hold UNOV as of Q1 2026.

  • Sigma Planning Corp reported no remaining Innovator US Equity Ultra Buffer ETF November position as of Q1 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 5,275 Innovator US Equity Ultra Buffer ETF November shares in Q1 2026, an estimated $201K.
  • Sigma Planning Corp first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2025 and held it in 1 quarter.
  • Sigma Planning Corp's Innovator US Equity Ultra Buffer ETF November position peaked at $201K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.