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 Q2	$377K	Sell	9,392 -1,865	-17%	-$73.5K	0.06%	181
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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

RCMF

RK Capital Management (Florida) Weston, Florida $10.8B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WealthShield Partners's UNOV Position: Q2 2026 in Review

WealthShield Partners reduced its Innovator US Equity Ultra Buffer ETF November (UNOV) stake by 17% in Q2 2026, selling an estimated $73.5K and leaving 9,392 shares worth $377K. The position accounts for 0.06% of the portfolio, ranked #181.

WealthShield Partners first reported a position in UNOV in Q1 2023 and has held it in 7 quarters since. The position peaked at $467K in Q4 2025. 77 funds tracked by Wall St. Rank hold UNOV as of Q2 2026.

WealthShield Partners held 9,392 shares of Innovator US Equity Ultra Buffer ETF November worth $377K as of Q2 2026.
WealthShield Partners sold 1,865 Innovator US Equity Ultra Buffer ETF November shares in Q2 2026, an estimated $73.5K.
Innovator US Equity Ultra Buffer ETF November made up 0.06% of WealthShield Partners's portfolio in Q2 2026, its #181 holding.
WealthShield Partners first reported a position in Innovator US Equity Ultra Buffer ETF November in Q1 2023 and has held it in 7 quarters since.
WealthShield Partners's Innovator US Equity Ultra Buffer ETF November position peaked at $467K in Q4 2025.
77 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.