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

Axxcess 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
2024
Q3 		– Sell
-5,920
Closed -$245K – 903
2024
Q2 		$245K Buy
5,920
+366
+7% +$14.9K 0.01% 718
2024
Q1 		$224K Hold
5,554
– – 0.01% 773
2023
Q4 		$215K Sell
5,554
-11,053
-67% -$407K 0.01% 759
2023
Q3 		$589K Buy
+16,607
New +$606K 0.02% 432

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Raymond James Financial Services Advisors
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IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Brass Tax Wealth Management
Brass Tax Wealth Management Cincinnati, Ohio $602M AUM 12.59% 1-Year Est. Return
Cetera Investment Advisers
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Axxcess Wealth Management's DNOV Position: Q3 2024 in Review

Axxcess Wealth Management sold out of FT Vest US Equity Deep Buffer ETF November (DNOV) in Q3 2024, closing a stake of 5,920 shares — an estimated $245K sold.

Axxcess Wealth Management first reported a position in DNOV in Q3 2023 and held it in 4 quarters. The position peaked at $589K in Q3 2023. 86 funds tracked by Wall St. Rank hold DNOV as of Q3 2024.

  • Axxcess Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF November position as of Q3 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 5,920 FT Vest US Equity Deep Buffer ETF November shares in Q3 2024, an estimated $245K.
  • Axxcess Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF November in Q3 2023 and held it in 4 quarters.
  • Axxcess Wealth Management's FT Vest US Equity Deep Buffer ETF November position peaked at $589K in Q3 2023.
  • 86 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q3 2024.

Based on Axxcess Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.