Summit Wealth Partners’s Innovator US Equity Power Buffer ETF November PNOV Stock Holding History

Summit Wealth Partners’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
2026 Q2	$269K	Hold	6,059	–	–	0.04%	247
2026 Q1	$248K	Sell	6,059 -602	-9%	-$25.1K	0.04%	241
2025 Q4	$278K	Buy	+6,661	New	+$276K	0.05%	173
2024 Q3	–	Sell	-6,053	Closed	-$220K	–	245
2024 Q2	$220K	Sell	6,053 -897	-13%	-$32.1K	0.05%	211
2024 Q1	$247K	Sell	6,950 -3,889	-36%	-$136K	0.05%	201
2023 Q4	$373K	Hold	10,839	–	–	0.09%	142
2023 Q3	$358K	Hold	10,839	–	–	0.09%	131
2023 Q2	$368K	Sell	10,839 -594	-5%	-$19.3K	0.09%	132
2023 Q1	$364K	Sell	11,433 -800	-7%	-$24.9K	0.09%	130
2022 Q4	$369K	Buy	+12,233	New	+$366K	0.1%	129
2022 Q2	–	Sell	-6,812	Closed	-$208K	–	179
2022 Q1	$208K	Buy	+6,812	New	+$205K	0.05%	159

Other funds holding PNOV

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $102M AUM

Summit Wealth Partners's PNOV Position: Q2 2026 in Review

Summit Wealth Partners held its Innovator US Equity Power Buffer ETF November (PNOV) position steady in Q2 2026 at 6,059 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #247.

Summit Wealth Partners first reported a position in PNOV in Q1 2022 and has held it in 11 quarters since. The position peaked at $373K in Q4 2023. 109 funds tracked by Wall St. Rank hold PNOV as of Q2 2026.

Summit Wealth Partners held 6,059 shares of Innovator US Equity Power Buffer ETF November worth $269K as of Q2 2026.
Summit Wealth Partners left its Innovator US Equity Power Buffer ETF November share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF November made up 0.04% of Summit Wealth Partners's portfolio in Q2 2026, its #247 holding.
Summit Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF November in Q1 2022 and has held it in 11 quarters since.
Summit Wealth Partners's Innovator US Equity Power Buffer ETF November position peaked at $373K in Q4 2023.
109 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF November as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.