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Bison Wealth’s FT Vest US Equity Enhance & Moderate Buffer ETF November XNOV Stock Holding History

Bison Wealth’s Portfolio XNOV Stock Details XNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$467K Buy
13,738
+3,344
+32% +$114K 0.1% 167
2024
Q3 		$350K Hold
10,394
– – 0.06% 295
2024
Q2 		$337K Hold
10,394
– – 0.05% 309
2024
Q1 		$337K Buy
+10,394
New +$332K 0.05% 309

Other funds holding XNOV

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bison Wealth's XNOV Position: Q4 2024 in Review

Bison Wealth increased its FT Vest US Equity Enhance & Moderate Buffer ETF November (XNOV) stake by 32% in Q4 2024, buying an estimated $114K and bringing the position to 13,738 shares worth $467K. The position accounts for 0.1% of the portfolio, ranked #167.

Bison Wealth first reported a position in XNOV in Q1 2024 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold XNOV as of Q4 2024.

  • Bison Wealth held 13,738 shares of FT Vest US Equity Enhance & Moderate Buffer ETF November worth $467K as of Q4 2024.
  • Bison Wealth bought 3,344 FT Vest US Equity Enhance & Moderate Buffer ETF November shares in Q4 2024, an estimated $114K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF November made up 0.1% of Bison Wealth's portfolio in Q4 2024, its #167 holding.
  • Bison Wealth first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF November in Q1 2024 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF November as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.