American Planning Services’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History

American Planning Services’s Portfolio DNOV Stock Details DNOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-6,561	Closed	-$265K	–	53
2024 Q1	$265K	Sell	6,561 -1,008	-13%	-$39.8K	0.19%	40
2023 Q4	$293K	Sell	7,569 -1,592	-17%	-$58.6K	0.22%	36
2023 Q3	$325K	Hold	9,161	–	–	0.22%	24
2023 Q2	$333K	Hold	9,161	–	–	0.22%	24
2023 Q1	$314K	Sell	9,161 -1,136	-11%	-$38.1K	0.21%	23
2022 Q4	$336K	Buy	10,297 +10,287	+102,870%	+$339K	0.34%	17
2022 Q3	$334	Buy	+10	New	+$329	0.41%	15

Other funds holding DNOV

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BTWM

Brass Tax Wealth Management Cincinnati, Ohio $602M AUM 12.59% 1-Year Est. Return

American Planning Services's DNOV Position: Q2 2024 in Review

American Planning Services sold out of FT Vest US Equity Deep Buffer ETF November (DNOV) in Q2 2024, closing a stake of 6,561 shares — an estimated $265K sold.

American Planning Services first reported a position in DNOV in Q3 2022 and held it in 7 quarters. The position peaked at $336K in Q4 2022. 86 funds tracked by Wall St. Rank hold DNOV as of Q2 2024.

American Planning Services reported no remaining FT Vest US Equity Deep Buffer ETF November position as of Q2 2024 after selling out during the quarter.
American Planning Services sold 6,561 FT Vest US Equity Deep Buffer ETF November shares in Q2 2024, an estimated $265K.
American Planning Services first reported a position in FT Vest US Equity Deep Buffer ETF November in Q3 2022 and held it in 7 quarters.
American Planning Services's FT Vest US Equity Deep Buffer ETF November position peaked at $336K in Q4 2022.
86 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q2 2024.

Based on American Planning Services's 13F filing for Q2 2024, filed 9 Aug 2024.