CPP
NOVM

Capasso Planning Partners’s FT Vest U.S. Equity Max Buffer ETF - November NOVM Stock Holding History

Capasso Planning Partners’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
2026
Q1 		$394K Hold
12,055
– – 0.21% 54
2025
Q4 		$396K Buy
+12,055
New +$392K 0.22% 53

Other funds holding NOVM

CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Capasso Planning Partners held its FT Vest U.S. Equity Max Buffer ETF - November (NOVM) position steady in Q1 2026 at 12,055 shares worth $394K. The position accounts for 0.21% of the portfolio, ranked #54.

Capasso Planning Partners first reported a position in NOVM in Q4 2025 and has held it in 2 quarters since. The position peaked at $396K in Q4 2025. 32 funds tracked by Wall St. Rank hold NOVM as of Q1 2026.

  • Capasso Planning Partners held 12,055 shares of FT Vest U.S. Equity Max Buffer ETF - November worth $394K as of Q1 2026.
  • Capasso Planning Partners left its FT Vest U.S. Equity Max Buffer ETF - November share count unchanged in Q1 2026.
  • FT Vest U.S. Equity Max Buffer ETF - November made up 0.21% of Capasso Planning Partners's portfolio in Q1 2026, its #54 holding.
  • Capasso Planning Partners first reported a position in FT Vest U.S. Equity Max Buffer ETF - November in Q4 2025 and has held it in 2 quarters since.
  • Capasso Planning Partners's FT Vest U.S. Equity Max Buffer ETF - November position peaked at $396K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - November as of Q1 2026.

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