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Wood Tarver Financial Group’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

Wood Tarver Financial Group’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
2025
Q3 		– Sell
-4,667
Closed -$168K – 612
2025
Q2 		$168K Sell
4,667
-109
-2% -$3.76K 0.05% 155
2025
Q1 		$162K Sell
4,776
-818
-15% -$28.4K 0.05% 149
2024
Q4 		$193K Buy
+5,594
New +$193K 0.06% 133

Other funds holding UNOV

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
RCMF
RK Capital Management (Florida) Weston, Florida $2.6B AUM 83.27% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wood Tarver Financial Group's UNOV Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Innovator US Equity Ultra Buffer ETF November (UNOV) in Q3 2025, closing a stake of 4,667 shares — an estimated $168K sold.

Wood Tarver Financial Group first reported a position in UNOV in Q4 2024 and held it in 3 quarters. The position peaked at $193K in Q4 2024. 52 funds tracked by Wall St. Rank hold UNOV as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Innovator US Equity Ultra Buffer ETF November position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 4,667 Innovator US Equity Ultra Buffer ETF November shares in Q3 2025, an estimated $168K.
  • Wood Tarver Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Innovator US Equity Ultra Buffer ETF November position peaked at $193K in Q4 2024.
  • 52 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.