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

Benson 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 		$803K Sell
13,730
-16,849
-55% -$963K 0.81% 34
2026
Q1 		$1.63M Buy
30,579
+2,946
+11% +$161K 2.23% 14
2025
Q4 		$1.52M Buy
+27,633
New +$1.49M 1.69% 16

Other funds holding FNOV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

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

Benson Wealth Management reduced its FT Vest US Equity Buffer ETF November (FNOV) stake by 55% in Q2 2026, selling an estimated $963K and leaving 13,730 shares worth $803K. The position accounts for 0.81% of the portfolio, ranked #34.

Benson Wealth Management first reported a position in FNOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.63M in Q1 2026. 153 funds tracked by Wall St. Rank hold FNOV as of Q2 2026.

  • Benson Wealth Management held 13,730 shares of FT Vest US Equity Buffer ETF November worth $803K as of Q2 2026.
  • Benson Wealth Management sold 16,849 FT Vest US Equity Buffer ETF November shares in Q2 2026, an estimated $963K.
  • FT Vest US Equity Buffer ETF November made up 0.81% of Benson Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Benson Wealth Management first reported a position in FT Vest US Equity Buffer ETF November in Q4 2025 and has held it in 3 quarters since.
  • Benson Wealth Management's FT Vest US Equity Buffer ETF November position peaked at $1.63M in Q1 2026.
  • 153 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.