United Capital Financial Advisors’s Innovator US Equity Power Buffer ETF November PNOV Stock Holding History

United Capital Financial Advisors’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 Q3	–	Sell	-22,105	Closed	-$626K	–	1140
2022 Q2	$626K	Sell	22,105 -1,509	-6%	-$44K	﹤0.01%	740
2022 Q1	$721K	Sell	23,614 -3,850	-14%	-$116K	﹤0.01%	751
2021 Q4	$852K	Sell	27,464 -19,307	-41%	-$591K	﹤0.01%	719
2021 Q3	$1.43M	Sell	46,771 -9,055	-16%	-$275K	0.01%	594
2021 Q2	$1.69M	Buy	+55,826	New	+$1.68M	0.01%	576

Other funds holding PNOV

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

ICG

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

PWA

Pillar Wealth Advisors West Chester, Pennsylvania $3.35M AUM 22.3% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

United Capital Financial Advisors's PNOV Position: Q3 2022 in Review

United Capital Financial Advisors sold out of Innovator US Equity Power Buffer ETF November (PNOV) in Q3 2022, closing a stake of 22,105 shares — an estimated $626K sold.

United Capital Financial Advisors first reported a position in PNOV in Q2 2021 and held it in 5 quarters. The position peaked at $1.69M in Q2 2021. 80 funds tracked by Wall St. Rank hold PNOV as of Q3 2022.

United Capital Financial Advisors reported no remaining Innovator US Equity Power Buffer ETF November position as of Q3 2022 after selling out during the quarter.
United Capital Financial Advisors sold 22,105 Innovator US Equity Power Buffer ETF November shares in Q3 2022, an estimated $626K.
United Capital Financial Advisors first reported a position in Innovator US Equity Power Buffer ETF November in Q2 2021 and held it in 5 quarters.
United Capital Financial Advisors's Innovator US Equity Power Buffer ETF November position peaked at $1.69M in Q2 2021.
80 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF November as of Q3 2022.

Based on United Capital Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.