Capital Analysts LLC’s FT Vest U.S. Equity Max Buffer ETF - November NOVM Stock Holding History

Capital Analysts LLC’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	$50K	Hold	1,474	–	–	﹤0.01%	999
2026 Q1	$48K	Hold	1,474	–	–	﹤0.01%	949
2025 Q4	$48K	Hold	1,474	–	–	﹤0.01%	927
2025 Q3	$47K	Hold	1,474	–	–	﹤0.01%	899
2025 Q2	$46K	Hold	1,474	–	–	﹤0.01%	839
2025 Q1	$45K	Buy	1,474 +492	+50%	+$15.1K	﹤0.01%	820
2024 Q4	$30K	Buy	+982	New	+$30.1K	﹤0.01%	854

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

Capital Analysts LLC's NOVM Position: Q2 2026 in Review

Capital Analysts LLC held its FT Vest U.S. Equity Max Buffer ETF - November (NOVM) position steady in Q2 2026 at 1,474 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Capital Analysts LLC first reported a position in NOVM in Q4 2024 and has held it in 7 quarters since. 19 funds tracked by Wall St. Rank hold NOVM as of Q2 2026.

Capital Analysts LLC held 1,474 shares of FT Vest U.S. Equity Max Buffer ETF - November worth $50K as of Q2 2026.
Capital Analysts LLC 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 ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #999 holding.
Capital Analysts LLC first reported a position in FT Vest U.S. Equity Max Buffer ETF - November in Q4 2024 and has held it in 7 quarters since.
19 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - November as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.