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

Spire 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
2026 Q2	$2.53M	Sell	62,970 -746	-1%	-$29.4K	0.08%	232
2026 Q1	$2.37M	Sell	63,716 -9	-0%	-$343	0.08%	229
2025 Q4	$2.43M	Buy	63,725 +46,264	+265%	+$1.75M	0.08%	216
2025 Q3	$654K	Sell	17,461 -2,168	-11%	-$79.8K	0.02%	469
2025 Q2	$708K	Sell	19,629 -10,099	-34%	-$348K	0.03%	435
2025 Q1	$1.01M	Sell	29,728 -3,739	-11%	-$130K	0.03%	396
2024 Q4	$1.16M	Buy	33,467 +17,005	+103%	+$586K	0.04%	353
2024 Q3	$558K	Sell	16,462 -4,755	-22%	-$160K	0.02%	495
2024 Q2	$707K	Sell	21,217 -3,440	-14%	-$113K	0.02%	418
2024 Q1	$806K	Sell	24,657 -2,773	-10%	-$89.2K	0.01%	420
2023 Q4	$875K	Buy	+27,430	New	+$843K	0.03%	394
2023 Q2	–	Sell	-9,110	Closed	-$264K	–	2543
2023 Q1	$264K	Sell	9,110 -11,906	-57%	-$339K	0.01%	645
2022 Q4	$582K	Sell	21,016 -20,990	-50%	-$583K	0.03%	335
2022 Q3	$1.16M	Hold	42,006	–	–	0.07%	191
2022 Q2	$1.15M	Buy	+42,006	New	+$1.18M	0.05%	304

Other funds holding UNOV

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return

RCMF

RK Capital Management (Florida) Weston, Florida $10.8B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

4WM

4J Wealth Management Alexandria, Virginia $204M AUM 21.35% 1-Year Est. Return

Spire Wealth Management's UNOV Position: Q2 2026 in Review

Spire Wealth Management reduced its Innovator US Equity Ultra Buffer ETF November (UNOV) stake by 1.2% in Q2 2026, selling an estimated $29.4K and leaving 62,970 shares worth $2.53M. The position accounts for 0.08% of the portfolio, ranked #232.

Spire Wealth Management first reported a position in UNOV in Q2 2022 and has held it in 15 quarters since. 77 funds tracked by Wall St. Rank hold UNOV as of Q2 2026.

Spire Wealth Management held 62,970 shares of Innovator US Equity Ultra Buffer ETF November worth $2.53M as of Q2 2026.
Spire Wealth Management sold 746 Innovator US Equity Ultra Buffer ETF November shares in Q2 2026, an estimated $29.4K.
Innovator US Equity Ultra Buffer ETF November made up 0.08% of Spire Wealth Management's portfolio in Q2 2026, its #232 holding.
Spire Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF November in Q2 2022 and has held it in 15 quarters since.
77 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.