Action Point Financial Planning’s FT Vest US Small Cap Moderate Buffer ETF November SNOV Stock Holding History

Action Point Financial Planning’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 Q2	$134K	Buy	+4,932	New	+$130K	0.01%	526

Other funds holding SNOV

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BWS

BFI Wealth Solutions Dallas, Texas $135M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Action Point Financial Planning's SNOV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in FT Vest US Small Cap Moderate Buffer ETF November (SNOV) in Q2 2026: 4,932 shares worth $134K. The stake represents 0.01% of the portfolio and ranks #526 among its holdings.

55 funds tracked by Wall St. Rank hold SNOV as of Q2 2026.

Action Point Financial Planning held 4,932 shares of FT Vest US Small Cap Moderate Buffer ETF November worth $134K as of Q2 2026.
FT Vest US Small Cap Moderate Buffer ETF November was a new Action Point Financial Planning position in Q2 2026.
FT Vest US Small Cap Moderate Buffer ETF November made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #526 holding.
55 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF November as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.