WP
PNOV icon

WealthSource Partners’s Innovator US Equity Power Buffer ETF November PNOV Stock Holding History

WealthSource Partners’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
Q1 		– Sell
-7,800
Closed -$235K – 506
2022
Q4 		$235K Buy
+7,800
New +$233K 0.02% 443

Other funds holding PNOV

SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

WealthSource Partners's PNOV Position: Q1 2023 in Review

WealthSource Partners sold out of Innovator US Equity Power Buffer ETF November (PNOV) in Q1 2023, closing a stake of 7,800 shares — an estimated $235K sold.

WealthSource Partners first reported a position in PNOV in Q4 2022 and held it in 1 quarter. The position peaked at $235K in Q4 2022. 151 funds tracked by Wall St. Rank hold PNOV as of Q1 2023.

  • WealthSource Partners reported no remaining Innovator US Equity Power Buffer ETF November position as of Q1 2023 after selling out during the quarter.
  • WealthSource Partners sold 7,800 Innovator US Equity Power Buffer ETF November shares in Q1 2023, an estimated $235K.
  • WealthSource Partners first reported a position in Innovator US Equity Power Buffer ETF November in Q4 2022 and held it in 1 quarter.
  • WealthSource Partners's Innovator US Equity Power Buffer ETF November position peaked at $235K in Q4 2022.
  • 151 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF November as of Q1 2023.

Based on WealthSource Partners's 13F filing for Q1 2023, filed 15 May 2023.