BFI Wealth Solutions’s FT Vest US Small Cap Moderate Buffer ETF November SNOV Stock Holding History

BFI Wealth Solutions’s Portfolio SNOV Stock Details SNOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.1M	Buy	77,483 +25,205	+48%	+$664K	1.55%	21
2026 Q1	$1.31M	Sell	52,278 -875	-2%	-$22.1K	1.26%	30
2025 Q4	$1.31M	Buy	+53,153	New	+$1.32M	1.25%	26

Other funds holding SNOV

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BFI Wealth Solutions's SNOV Position: Q2 2026 in Review

BFI Wealth Solutions increased its FT Vest US Small Cap Moderate Buffer ETF November (SNOV) stake by 48% in Q2 2026, buying an estimated $664K and bringing the position to 77,483 shares worth $2.1M. The position accounts for 1.55% of the portfolio, ranked #21.

BFI Wealth Solutions first reported a position in SNOV in Q4 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold SNOV as of Q2 2026.

BFI Wealth Solutions held 77,483 shares of FT Vest US Small Cap Moderate Buffer ETF November worth $2.1M as of Q2 2026.
BFI Wealth Solutions bought 25,205 FT Vest US Small Cap Moderate Buffer ETF November shares in Q2 2026, an estimated $664K.
FT Vest US Small Cap Moderate Buffer ETF November made up 1.55% of BFI Wealth Solutions's portfolio in Q2 2026, its #21 holding.
BFI Wealth Solutions first reported a position in FT Vest US Small Cap Moderate Buffer ETF November in Q4 2025 and has held it in 3 quarters since.
55 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF November as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.