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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
Q3 		$1.77M Sell
64,854
-12,629
-16% -$345K 1.21% 31
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

NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

BFI Wealth Solutions's SNOV Position: Q3 2026 in Review

BFI Wealth Solutions reduced its FT Vest US Small Cap Moderate Buffer ETF November (SNOV) stake by 16% in Q3 2026, selling an estimated $345K and leaving 64,854 shares worth $1.77M. The position accounts for 1.21% of the portfolio, ranked #31.

BFI Wealth Solutions first reported a position in SNOV in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.1M in Q2 2026. 8 funds tracked by Wall St. Rank hold SNOV as of Q3 2026.

  • BFI Wealth Solutions held 64,854 shares of FT Vest US Small Cap Moderate Buffer ETF November worth $1.77M as of Q3 2026.
  • BFI Wealth Solutions sold 12,629 FT Vest US Small Cap Moderate Buffer ETF November shares in Q3 2026, an estimated $345K.
  • FT Vest US Small Cap Moderate Buffer ETF November made up 1.21% of BFI Wealth Solutions's portfolio in Q3 2026, its #31 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 4 quarters since.
  • BFI Wealth Solutions's FT Vest US Small Cap Moderate Buffer ETF November position peaked at $2.1M in Q2 2026.
  • 8 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF November as of Q3 2026.

Based on BFI Wealth Solutions's 13F filing for Q3 2026, filed 16 Oct 2026.