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Capasso Planning Partners’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

Capasso Planning Partners’s Portfolio FNOV Stock Details FNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$250K Hold
4,682
– – 0.13% 68
2025
Q4 		$257K Buy
+4,682
New +$252K 0.14% 70

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AssetMark Inc
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Raymond James Financial
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Osaic Holdings
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Capasso Planning Partners's FNOV Position: Q1 2026 in Review

Capasso Planning Partners held its FT Vest US Equity Buffer ETF November (FNOV) position steady in Q1 2026 at 4,682 shares worth $250K. The position accounts for 0.13% of the portfolio, ranked #68.

Capasso Planning Partners first reported a position in FNOV in Q4 2025 and has held it in 2 quarters since. The position peaked at $257K in Q4 2025. 159 funds tracked by Wall St. Rank hold FNOV as of Q1 2026.

  • Capasso Planning Partners held 4,682 shares of FT Vest US Equity Buffer ETF November worth $250K as of Q1 2026.
  • Capasso Planning Partners left its FT Vest US Equity Buffer ETF November share count unchanged in Q1 2026.
  • FT Vest US Equity Buffer ETF November made up 0.13% of Capasso Planning Partners's portfolio in Q1 2026, its #68 holding.
  • Capasso Planning Partners first reported a position in FT Vest US Equity Buffer ETF November in Q4 2025 and has held it in 2 quarters since.
  • Capasso Planning Partners's FT Vest US Equity Buffer ETF November position peaked at $257K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.