BWM
FNOV icon

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

BAM 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
2026
Q2 		– Sell
-83,930
Closed -$4.48M – 175
2026
Q1 		$4.48M Sell
83,930
-10,578
-11% -$579K 3.35% 6
2025
Q4 		$5.18M Buy
+94,508
New +$5.09M 3.75% 3

Other funds holding FNOV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

BAM Wealth Management's FNOV Position: Q2 2026 in Review

BAM Wealth Management sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q2 2026, closing a stake of 83,930 shares — an estimated $4.48M sold.

BAM Wealth Management first reported a position in FNOV in Q4 2025 and held it in 2 quarters. The position peaked at $5.18M in Q4 2025. 83 funds tracked by Wall St. Rank hold FNOV as of Q2 2026.

  • BAM Wealth Management reported no remaining FT Vest US Equity Buffer ETF November position as of Q2 2026 after selling out during the quarter.
  • BAM Wealth Management sold 83,930 FT Vest US Equity Buffer ETF November shares in Q2 2026, an estimated $4.48M.
  • BAM Wealth Management first reported a position in FT Vest US Equity Buffer ETF November in Q4 2025 and held it in 2 quarters.
  • BAM Wealth Management's FT Vest US Equity Buffer ETF November position peaked at $5.18M in Q4 2025.
  • 83 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.