WIM
PNOV icon

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

WealthPlan Investment Management’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
2023
Q2 		– Sell
-1,911
Closed -$60.8K – 443
2023
Q1 		$60.8K Sell
1,911
-6,535
-77% -$204K 0.01% 235
2022
Q4 		$268K Sell
8,446
-213
-2% -$6.37K 0.02% 333
2022
Q3 		$265K Buy
+8,659
New +$253K 0.02% 314
2022
Q1 		$5.27M Buy
+180,916
New +$5.46M 0.37% 73

Other funds holding PNOV

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

WealthPlan Investment Management's PNOV Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Innovator US Equity Power Buffer ETF November (PNOV) in Q2 2023, closing a stake of 1,911 shares — an estimated $60.8K sold.

WealthPlan Investment Management first reported a position in PNOV in Q1 2022 and held it in 4 quarters. The position peaked at $5.27M in Q1 2022. 144 funds tracked by Wall St. Rank hold PNOV as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Innovator US Equity Power Buffer ETF November position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 1,911 Innovator US Equity Power Buffer ETF November shares in Q2 2023, an estimated $60.8K.
  • WealthPlan Investment Management first reported a position in Innovator US Equity Power Buffer ETF November in Q1 2022 and held it in 4 quarters.
  • WealthPlan Investment Management's Innovator US Equity Power Buffer ETF November position peaked at $5.27M in Q1 2022.
  • 144 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF November as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.