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

WealthShield 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
2026
Q1 		$420K Sell
11,257
-1,009
-8% -$38.4K 0.05% 256
2025
Q4 		$467K Buy
+12,266
New +$463K 0.05% 250
2024
Q1 		– Sell
-2,400
Closed -$75.9K – 514
2023
Q4 		$75.9K Hold
2,400
– – 0.01% 342
2023
Q3 		$72.8K Hold
2,400
– – 0.01% 356
2023
Q2 		$73.8K Hold
2,400
– – 0.01% 358
2023
Q1 		$69.5K Buy
+2,400
New +$68.3K 0.01% 360

Other funds holding UNOV

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $184M AUM 17.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RCMF
RK Capital Management (Florida) Weston, Florida $2.6B AUM 83.27% 1-Year Est. Return

WealthShield Partners's UNOV Position: Q1 2026 in Review

WealthShield Partners reduced its Innovator US Equity Ultra Buffer ETF November (UNOV) stake by 8.2% in Q1 2026, selling an estimated $38.4K and leaving 11,257 shares worth $420K. The position accounts for 0.05% of the portfolio, ranked #256.

WealthShield Partners first reported a position in UNOV in Q1 2023 and has held it in 6 quarters since. The position peaked at $467K in Q4 2025. 69 funds tracked by Wall St. Rank hold UNOV as of Q1 2026.

  • WealthShield Partners held 11,257 shares of Innovator US Equity Ultra Buffer ETF November worth $420K as of Q1 2026.
  • WealthShield Partners sold 1,009 Innovator US Equity Ultra Buffer ETF November shares in Q1 2026, an estimated $38.4K.
  • Innovator US Equity Ultra Buffer ETF November made up 0.05% of WealthShield Partners's portfolio in Q1 2026, its #256 holding.
  • WealthShield Partners first reported a position in Innovator US Equity Ultra Buffer ETF November in Q1 2023 and has held it in 6 quarters since.
  • WealthShield Partners's Innovator US Equity Ultra Buffer ETF November position peaked at $467K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.