Clear Creek Financial Management’s FT Vest U.S. Equity Max Buffer ETF - November NOVM Stock Holding History

Clear Creek Financial 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
2026 Q1	$2.86M	Buy	87,447 +2,046	+2%	+$67.4K	0.22%	104
2025 Q4	$2.81M	Sell	85,401 -7,558	-8%	-$246K	0.23%	100
2025 Q3	$2.99M	Sell	92,959 -1,808	-2%	-$57.5K	0.26%	94
2025 Q2	$2.98M	Sell	94,767 -2,906	-3%	-$89.4K	0.28%	76
2025 Q1	$2.97M	Sell	97,673 -991	-1%	-$30.4K	0.31%	71
2024 Q4	$3.02M	Buy	+98,664	New	+$3.02M	0.33%	67

Other funds holding NOVM

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Clear Creek Financial Management's NOVM Position: Q1 2026 in Review

Clear Creek Financial Management increased its FT Vest U.S. Equity Max Buffer ETF - November (NOVM) stake by 2.4% in Q1 2026, buying an estimated $67.4K and bringing the position to 87,447 shares worth $2.86M. The position accounts for 0.22% of the portfolio, ranked #104.

Clear Creek Financial Management first reported a position in NOVM in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.02M in Q4 2024. 32 funds tracked by Wall St. Rank hold NOVM as of Q1 2026.

Clear Creek Financial Management held 87,447 shares of FT Vest U.S. Equity Max Buffer ETF - November worth $2.86M as of Q1 2026.
Clear Creek Financial Management bought 2,046 FT Vest U.S. Equity Max Buffer ETF - November shares in Q1 2026, an estimated $67.4K.
FT Vest U.S. Equity Max Buffer ETF - November made up 0.22% of Clear Creek Financial Management's portfolio in Q1 2026, its #104 holding.
Clear Creek Financial Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - November in Q4 2024 and has held it in 6 quarters since.
Clear Creek Financial Management's FT Vest U.S. Equity Max Buffer ETF - November position peaked at $3.02M in Q4 2024.
32 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - November as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.