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

Avior Wealth Management’s Portfolio FNOV Stock Details FNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,204
Closed -$120K – 1606
2023
Q1 		$120K Buy
+3,204
New +$118K 0.01% 604

Other funds holding FNOV

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MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $801M AUM 22.2% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avior Wealth Management's FNOV Position: Q2 2023 in Review

Avior Wealth Management sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q2 2023, closing a stake of 3,204 shares — an estimated $120K sold.

Avior Wealth Management first reported a position in FNOV in Q1 2023 and held it in 1 quarter. The position peaked at $120K in Q1 2023. 94 funds tracked by Wall St. Rank hold FNOV as of Q2 2023.

  • Avior Wealth Management reported no remaining FT Vest US Equity Buffer ETF November position as of Q2 2023 after selling out during the quarter.
  • Avior Wealth Management sold 3,204 FT Vest US Equity Buffer ETF November shares in Q2 2023, an estimated $120K.
  • Avior Wealth Management first reported a position in FT Vest US Equity Buffer ETF November in Q1 2023 and held it in 1 quarter.
  • Avior Wealth Management's FT Vest US Equity Buffer ETF November position peaked at $120K in Q1 2023.
  • 94 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q2 2023.

Based on Avior Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.