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

Brass Tax 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
2025 Q3	$608K	Hold	18,910	–	–	0.1%	104
2025 Q2	$595K	Hold	18,910	–	–	0.11%	97
2025 Q1	$576K	Hold	18,910	–	–	0.12%	89
2024 Q4	$578K	Buy	+18,910	New	+$580K	0.12%	89

Other funds holding NOVM

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Brass Tax Wealth Management's NOVM Position: Q3 2025 in Review

Brass Tax Wealth Management held its FT Vest U.S. Equity Max Buffer ETF - November (NOVM) position steady in Q3 2025 at 18,910 shares worth $608K. The position accounts for 0.1% of the portfolio, ranked #104.

Brass Tax Wealth Management first reported a position in NOVM in Q4 2024 and has held it in 4 quarters since. 27 funds tracked by Wall St. Rank hold NOVM as of Q3 2025.

Brass Tax Wealth Management held 18,910 shares of FT Vest U.S. Equity Max Buffer ETF - November worth $608K as of Q3 2025.
Brass Tax Wealth Management left its FT Vest U.S. Equity Max Buffer ETF - November share count unchanged in Q3 2025.
FT Vest U.S. Equity Max Buffer ETF - November made up 0.1% of Brass Tax Wealth Management's portfolio in Q3 2025, its #104 holding.
Brass Tax Wealth Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - November in Q4 2024 and has held it in 4 quarters since.
27 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - November as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.