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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.3K Hold
305
– – ﹤0.01% 230
2026
Q1
$10K Hold
305
– – ﹤0.01% 229
2025
Q4
$10K Buy
+305
New +$9.9K ﹤0.01% 221

Other funds holding NOVM

Bernard Wealth Management's NOVM Position: Q2 2026 in Review

Bernard Wealth Management held its FT Vest U.S. Equity Max Buffer ETF - November (NOVM) position steady in Q2 2026 at 305 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Bernard Wealth Management first reported a position in NOVM in Q4 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold NOVM as of Q2 2026.

  • Bernard Wealth Management held 305 shares of FT Vest U.S. Equity Max Buffer ETF - November worth $10.3K as of Q2 2026.
  • Bernard Wealth Management left its FT Vest U.S. Equity Max Buffer ETF - November share count unchanged in Q2 2026.
  • FT Vest U.S. Equity Max Buffer ETF - November made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #230 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 3 quarters since.
  • 31 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - November as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.