BRWA
NOVM

B. Riley Wealth Advisors’s FT Vest U.S. Equity Max Buffer ETF - November NOVM Stock Holding History

B. Riley Wealth Advisors’s Portfolio NOVM Stock Details NOVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$576K Buy
+18,834
New +$577K 0.02% 644

Other funds holding NOVM

CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BTWM
Brass Tax Wealth Management Cincinnati, Ohio $602M AUM 12.59% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $2.07M AUM
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

B. Riley Wealth Advisors's NOVM Position: Q4 2024 in Review

B. Riley Wealth Advisors opened a new position in FT Vest U.S. Equity Max Buffer ETF - November (NOVM) in Q4 2024: 18,834 shares worth $576K. The stake represents 0.02% of the portfolio and ranks #644 among its holdings.

24 funds tracked by Wall St. Rank hold NOVM as of Q4 2024.

  • B. Riley Wealth Advisors held 18,834 shares of FT Vest U.S. Equity Max Buffer ETF - November worth $576K as of Q4 2024.
  • FT Vest U.S. Equity Max Buffer ETF - November was a new B. Riley Wealth Advisors position in Q4 2024.
  • FT Vest U.S. Equity Max Buffer ETF - November made up 0.02% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #644 holding.
  • 24 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - November as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.