INNV EQT DD 15 BUF ETF FEB - 45784N395
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Elmwood Wealth Management, Inc. | History | New | 140,417 | 2,657 | 0.73% | — | 1 | +140,417 | New | Q1 2026 | Apr 09, 2026 |
| Castle Rock Wealth Management, LLC | History | New | 38,995 | 741 | 0.16% | — | 2 | +38,995 | New | Q1 2026 | Apr 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 9,360 | 177 | 0.06% | — | 3 | +9,360 | New | Q1 2026 | Apr 09, 2026 |
| IFP Advisors, Inc | History | New | 700 | 13 | 0.0% | — | 4 | +700 | New | Q1 2026 | Apr 13, 2026 |