RETIREMENT INCOME SOLUTIONS, INC PNOV INNOVATOR S&P 500 PWR BUFFER

Ownership history in RETIREMENT INCOME SOLUTIONS, INC  ·  27 quarters on record

AI Ownership Summary

RETIREMENT INCOME SOLUTIONS, INC reported INNOVATOR S&P 500 PWR BUFFER (PNOV) in 27 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.36% in 2024 Q2. The latest visible filing shows PNOV at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PNOV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RETIREMENT INCOME SOLUTIONS, INC's position in INNOVATOR S&P 500 PWR BUFFER, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PNOV was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How RETIREMENT INCOME SOLUTIONS, INC held PNOV — position size vs. price
% of Fund (quarterly)    PNOV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 38,000 -1,639 -4.1% 0.27% $1.6M 2026-08-03 $44.94
2026 Q1 UNCHANGED 39,639 0% 0.28% $1.6M 2026-05-04 $43.27
2025 Q4 UNCHANGED 39,639 0% 0.28% $1.7M 2026-01-27 $42.23
2025 Q3 UNCHANGED 39,639 0% 0.28% $1.6M 2025-10-14 $41.15
2025 Q2 UNCHANGED 39,639 0% 0.29% $1.6M 2025-07-15 $39.68
2025 Q1 REDUCED 39,639 -579 -1.4% 0.31% $1.5M 2025-05-06 $37.30
2024 Q4 UNCHANGED 40,218 0% 0.31% $1.5M 2025-01-31 $38.40
2024 Q3 REDUCED 40,218 -970 -2.4% 0.34% $1.5M 2024-11-08 $37.99
2024 Q2 UNCHANGED 41,188 0% 0.36% $1.5M 2024-08-01 $36.44
2024 Q1 UNCHANGED 41,188 0% 0.33% $1.5M 2024-05-03 $35.70
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About RETIREMENT INCOME SOLUTIONS, INC and PNOV

These are the practical questions this page is built to answer before you even open the full history table.

How long has RETIREMENT INCOME SOLUTIONS, INC reported owning PNOV?

RETIREMENT INCOME SOLUTIONS, INC reported PNOV across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported PNOV position in RETIREMENT INCOME SOLUTIONS, INC's portfolio?

The largest reported portfolio weight for PNOV was 0.36% in 2024 Q2.

What is the latest reported PNOV position on this page?

The most recent filing on this page is 2026 Q2, when RETIREMENT INCOME SOLUTIONS, INC reported 38,000 shares, equal to 0.27% of portfolio, with an estimated market value of $1.6M.

What does the chart on this PNOV ownership page compare?

The chart compares RETIREMENT INCOME SOLUTIONS, INC's quarterly PNOV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RETIREMENT INCOME SOLUTIONS, INC time their PNOV position?

Based on 13F filing dates vs. subsequent PNOV price moves, RETIREMENT INCOME SOLUTIONS, INC correctly timed 2 out of 8 reported position changes (25%). The annualised alpha on PNOV relative to SPY over the holding period was -5.7%.

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