SPL
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Superior Planning, LLC’s FT Vest US Small Cap Moderate Buffer ETF November SNOV Stock Holding History

Superior Planning, LLC’s Portfolio SNOV Stock Details SNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$128K Buy
+4,693
New +$128K 0.05% 210

Other funds holding SNOV

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Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BFI Wealth Solutions
BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Grantvest Financial Group
Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Superior Planning, LLC's SNOV Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in FT Vest US Small Cap Moderate Buffer ETF November (SNOV) in Q3 2026: 4,693 shares worth $128K. The stake represents 0.05% of the portfolio and ranks #210 among its holdings.

40 funds tracked by Wall St. Rank hold SNOV as of Q3 2026.

  • Superior Planning, LLC held 4,693 shares of FT Vest US Small Cap Moderate Buffer ETF November worth $128K as of Q3 2026.
  • FT Vest US Small Cap Moderate Buffer ETF November was a new Superior Planning, LLC position in Q3 2026.
  • FT Vest US Small Cap Moderate Buffer ETF November made up 0.05% of Superior Planning, LLC's portfolio in Q3 2026, its #210 holding.
  • 40 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF November as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.