WealthPLAN Partners’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-229	Closed	-$7.04K	–	1117
2023 Q2	$7.04K	Hold	229	–	–	﹤0.01%	852
2023 Q1	$6.63K	Buy	+229	New	+$6.51K	﹤0.01%	949
2022 Q1	$959K	Buy	34,217 +203	+0.6%	+$5.88K	0.07%	176
2021 Q4	$988K	Buy	+34,014	New	+$998K	0.07%	176

Other funds holding UNOV

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

PCA

Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WealthPLAN Partners's UNOV Position: Q3 2023 in Review

WealthPLAN Partners sold out of Innovator US Equity Ultra Buffer ETF November (UNOV) in Q3 2023, closing a stake of 229 shares — an estimated $7.04K sold.

WealthPLAN Partners first reported a position in UNOV in Q4 2021 and held it in 4 quarters. The position peaked at $988K in Q4 2021. 32 funds tracked by Wall St. Rank hold UNOV as of Q3 2023.

WealthPLAN Partners reported no remaining Innovator US Equity Ultra Buffer ETF November position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 229 Innovator US Equity Ultra Buffer ETF November shares in Q3 2023, an estimated $7.04K.
WealthPLAN Partners first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2021 and held it in 4 quarters.
WealthPLAN Partners's Innovator US Equity Ultra Buffer ETF November position peaked at $988K in Q4 2021.
32 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.