Avior Wealth Management’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History

Avior Wealth Management’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
2025 Q1	–	Sell	-3,076	Closed	-$132K	–	1157
2024 Q4	$132K	Hold	3,076	–	–	﹤0.01%	814
2024 Q3	$130K	Hold	3,076	–	–	0.01%	814
2024 Q2	$127K	Hold	3,076	–	–	0.01%	793
2024 Q1	$124K	Hold	3,076	–	–	0.01%	872
2023 Q4	$119K	Hold	3,076	–	–	0.01%	590
2023 Q3	$109K	Buy	+3,076	New	+$112K	0.01%	613

Other funds holding DNOV

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

BTWM

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

Avior Wealth Management's DNOV Position: Q1 2025 in Review

Avior Wealth Management sold out of FT Vest US Equity Deep Buffer ETF November (DNOV) in Q1 2025, closing a stake of 3,076 shares — an estimated $132K sold.

Avior Wealth Management first reported a position in DNOV in Q3 2023 and held it in 6 quarters. The position peaked at $132K in Q4 2024. 108 funds tracked by Wall St. Rank hold DNOV as of Q1 2025.

Avior Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF November position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 3,076 FT Vest US Equity Deep Buffer ETF November shares in Q1 2025, an estimated $132K.
Avior Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF November in Q3 2023 and held it in 6 quarters.
Avior Wealth Management's FT Vest US Equity Deep Buffer ETF November position peaked at $132K in Q4 2024.
108 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.