James T. Borello RIA’s Innovator US Equity Power Buffer ETF November PNOV Stock Holding History

James T. Borello RIA’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
2026 Q3	$1.21M	Sell	26,454 -881	-3%	-$39.7K	0.25%	47
2026 Q2	$1.21M	Sell	27,335 -17	-0.1%	-$739	0.26%	48
2026 Q1	$1.12M	Sell	27,352 -4,745	-15%	-$198K	0.28%	45
2025 Q4	$1.34M	Buy	32,097 +3,074	+11%	+$127K	0.35%	38
2025 Q3	$1.19M	Hold	29,023	–	–	0.32%	40
2025 Q2	$1.15M	Hold	29,023	–	–	0.33%	40
2025 Q1	$1.08M	Hold	29,023	–	–	0.35%	40
2024 Q4	$1.1M	Buy	29,023 +10,546	+57%	+$397K	0.41%	39
2024 Q3	$682K	Hold	18,477	–	–	0.28%	42
2024 Q2	$671K	Hold	18,477	–	–	0.3%	39
2024 Q1	$657K	Hold	18,477	–	–	0.3%	37
2023 Q4	$636K	Buy	+18,477	New	+$618K	0.52%	29

Other funds holding PNOV

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Atticus Wealth Management Palm Beach Gardens, Florida $452M AUM 17.19% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

James T. Borello RIA's PNOV Position: Q3 2026 in Review

James T. Borello RIA reduced its Innovator US Equity Power Buffer ETF November (PNOV) stake by 3.2% in Q3 2026, selling an estimated $39.7K and leaving 26,454 shares worth $1.21M. The position accounts for 0.25% of the portfolio, ranked #47.

James T. Borello RIA first reported a position in PNOV in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.34M in Q4 2025. 58 funds tracked by Wall St. Rank hold PNOV as of Q3 2026.

James T. Borello RIA held 26,454 shares of Innovator US Equity Power Buffer ETF November worth $1.21M as of Q3 2026.
James T. Borello RIA sold 881 Innovator US Equity Power Buffer ETF November shares in Q3 2026, an estimated $39.7K.
Innovator US Equity Power Buffer ETF November made up 0.25% of James T. Borello RIA's portfolio in Q3 2026, its #47 holding.
James T. Borello RIA first reported a position in Innovator US Equity Power Buffer ETF November in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's Innovator US Equity Power Buffer ETF November position peaked at $1.34M in Q4 2025.
58 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF November as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.