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
Q2 		$407K Hold
12,055
– – 0.2% 58
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 $1.56B AUM 31.02% 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 $110B AUM 26.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Capasso Planning Partners's NOVM Position: Q2 2026 in Review

Capasso Planning Partners held its FT Vest U.S. Equity Max Buffer ETF - November (NOVM) position steady in Q2 2026 at 12,055 shares worth $407K. The position accounts for 0.2% of the portfolio, ranked #58.

Capasso Planning Partners first reported a position in NOVM in Q4 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold NOVM as of Q2 2026.

  • Capasso Planning Partners held 12,055 shares of FT Vest U.S. Equity Max Buffer ETF - November worth $407K as of Q2 2026.
  • Capasso Planning Partners left its FT Vest U.S. Equity Max Buffer ETF - November share count unchanged in Q2 2026.
  • FT Vest U.S. Equity Max Buffer ETF - November made up 0.2% of Capasso Planning Partners's portfolio in Q2 2026, its #58 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 3 quarters since.
  • 31 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - November as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.