TW
PNOV icon

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

Transform Wealth’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
2022
Q2 		– Sell
-15,199
Closed -$464K – 220
2022
Q1 		$464K Buy
+15,199
New +$458K 0.05% 161

Other funds holding PNOV

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

Transform Wealth's PNOV Position: Q2 2022 in Review

Transform Wealth sold out of Innovator US Equity Power Buffer ETF November (PNOV) in Q2 2022, closing a stake of 15,199 shares — an estimated $464K sold.

Transform Wealth first reported a position in PNOV in Q1 2022 and held it in 1 quarter. The position peaked at $464K in Q1 2022. 93 funds tracked by Wall St. Rank hold PNOV as of Q2 2022.

  • Transform Wealth reported no remaining Innovator US Equity Power Buffer ETF November position as of Q2 2022 after selling out during the quarter.
  • Transform Wealth sold 15,199 Innovator US Equity Power Buffer ETF November shares in Q2 2022, an estimated $464K.
  • Transform Wealth first reported a position in Innovator US Equity Power Buffer ETF November in Q1 2022 and held it in 1 quarter.
  • Transform Wealth's Innovator US Equity Power Buffer ETF November position peaked at $464K in Q1 2022.
  • 93 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF November as of Q2 2022.

Based on Transform Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.