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

WealthPlan Investment Management’s Portfolio UNOV Stock Details UNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$959K Buy
+34,217
New +$990K 0.07% 176

Other funds holding UNOV

AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $770M AUM 19.64% 1-Year Est. Return

WealthPlan Investment Management's UNOV Position: Q1 2022 in Review

WealthPlan Investment Management opened a new position in Innovator US Equity Ultra Buffer ETF November (UNOV) in Q1 2022: 34,217 shares worth $959K. The stake represents 0.07% of the portfolio and ranks #176 among its holdings.

23 funds tracked by Wall St. Rank hold UNOV as of Q1 2022.

  • WealthPlan Investment Management held 34,217 shares of Innovator US Equity Ultra Buffer ETF November worth $959K as of Q1 2022.
  • Innovator US Equity Ultra Buffer ETF November was a new WealthPlan Investment Management position in Q1 2022.
  • Innovator US Equity Ultra Buffer ETF November made up 0.07% of WealthPlan Investment Management's portfolio in Q1 2022, its #176 holding.
  • 23 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q1 2022.

Based on WealthPlan Investment Management's 13F filing for Q1 2022, filed 7 Sep 2022.