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WealthPlan Investment Management’s Innovator US Equity Buffer ETF November BNOV Stock Holding History

WealthPlan Investment Management’s Portfolio BNOV Stock Details BNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-170,141
Closed -$6.68M – 270
2024
Q4 		$6.68M Buy
+170,141
New +$6.64M 0.66% 57

Other funds holding BNOV

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TFS
Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return

WealthPlan Investment Management's BNOV Position: Q1 2025 in Review

WealthPlan Investment Management sold out of Innovator US Equity Buffer ETF November (BNOV) in Q1 2025, closing a stake of 170,141 shares — an estimated $6.68M sold.

WealthPlan Investment Management first reported a position in BNOV in Q4 2024 and held it in 1 quarter. The position peaked at $6.68M in Q4 2024. 83 funds tracked by Wall St. Rank hold BNOV as of Q1 2025.

  • WealthPlan Investment Management reported no remaining Innovator US Equity Buffer ETF November position as of Q1 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 170,141 Innovator US Equity Buffer ETF November shares in Q1 2025, an estimated $6.68M.
  • WealthPlan Investment Management first reported a position in Innovator US Equity Buffer ETF November in Q4 2024 and held it in 1 quarter.
  • WealthPlan Investment Management's Innovator US Equity Buffer ETF November position peaked at $6.68M in Q4 2024.
  • 83 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF November as of Q1 2025.

Based on WealthPlan Investment Management's 13F filing for Q1 2025, filed 12 May 2025.