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

Baystate 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
2022
Q1 		– Sell
-15
Closed -$1K – 888
2021
Q4 		$1K Buy
+15
New +$525 ﹤0.01% 813

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AA
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FHC
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OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Baystate Wealth Management's DNOV Position: Q1 2022 in Review

Baystate Wealth Management sold out of FT Vest US Equity Deep Buffer ETF November (DNOV) in Q1 2022, closing a stake of 15 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in DNOV in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 76 funds tracked by Wall St. Rank hold DNOV as of Q1 2022.

  • Baystate Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF November position as of Q1 2022 after selling out during the quarter.
  • Baystate Wealth Management sold 15 FT Vest US Equity Deep Buffer ETF November shares in Q1 2022, an estimated $1K.
  • Baystate Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF November in Q4 2021 and held it in 1 quarter.
  • Baystate Wealth Management's FT Vest US Equity Deep Buffer ETF November position peaked at $1K in Q4 2021.
  • 76 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q1 2022.

Based on Baystate Wealth Management's 13F filing for Q1 2022, filed 19 Apr 2022.