BWM
NOVM

Bernard Wealth Management’s FT Vest U.S. Equity Max Buffer ETF - November NOVM Stock Holding History

Bernard Wealth Management’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
2026
Q1 		$9.98K Hold
305
– – ﹤0.01% 229
2025
Q4 		$10K Buy
+305
New +$9.92K ﹤0.01% 221

Other funds holding NOVM

CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bernard Wealth Management's NOVM Position: Q1 2026 in Review

Bernard Wealth Management held its FT Vest U.S. Equity Max Buffer ETF - November (NOVM) position steady in Q1 2026 at 305 shares worth $9.98K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Bernard Wealth Management first reported a position in NOVM in Q4 2025 and has held it in 2 quarters since. The position peaked at $10K in Q4 2025. 32 funds tracked by Wall St. Rank hold NOVM as of Q1 2026.

  • Bernard Wealth Management held 305 shares of FT Vest U.S. Equity Max Buffer ETF - November worth $9.98K as of Q1 2026.
  • Bernard Wealth Management left its FT Vest U.S. Equity Max Buffer ETF - November share count unchanged in Q1 2026.
  • FT Vest U.S. Equity Max Buffer ETF - November made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #229 holding.
  • Bernard Wealth Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - November in Q4 2025 and has held it in 2 quarters since.
  • Bernard Wealth Management's FT Vest U.S. Equity Max Buffer ETF - November position peaked at $10K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - November as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.