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Woodard & Company Asset Management Group’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

Woodard & Company Asset Management 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
2022
Q3 		– Sell
-800
Closed -$22K – 108
2022
Q2 		$22K Sell
800
-200
-20% -$5.61K 0.01% 91
2022
Q1 		$29K Buy
+1,000
New +$28.9K 0.01% 96

Other funds holding UNOV

AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Woodard & Company Asset Management Group's UNOV Position: Q3 2022 in Review

Woodard & Company Asset Management Group sold out of Innovator US Equity Ultra Buffer ETF November (UNOV) in Q3 2022, closing a stake of 800 shares — an estimated $22K sold.

Woodard & Company Asset Management Group first reported a position in UNOV in Q1 2022 and held it in 2 quarters. The position peaked at $29K in Q1 2022. 22 funds tracked by Wall St. Rank hold UNOV as of Q3 2022.

  • Woodard & Company Asset Management Group reported no remaining Innovator US Equity Ultra Buffer ETF November position as of Q3 2022 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 800 Innovator US Equity Ultra Buffer ETF November shares in Q3 2022, an estimated $22K.
  • Woodard & Company Asset Management Group first reported a position in Innovator US Equity Ultra Buffer ETF November in Q1 2022 and held it in 2 quarters.
  • Woodard & Company Asset Management Group's Innovator US Equity Ultra Buffer ETF November position peaked at $29K in Q1 2022.
  • 22 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q3 2022.

Based on Woodard & Company Asset Management Group's 13F filing for Q3 2022, filed 7 Nov 2022.