Concurrent Investment Advisors’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History

Concurrent Investment Advisors’s Portfolio DNOV Stock Details DNOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6,307	Closed	-$302K	–	2130
2026 Q1	$302K	Sell	6,307 -5,919	-48%	-$289K	﹤0.01%	1503
2025 Q4	$597K	Buy	12,226 +572	+5%	+$27.3K	0.01%	1066
2025 Q3	$546K	Sell	11,654 -4,450	-28%	-$204K	0.01%	878
2025 Q2	$720K	Sell	16,104 -2,970	-16%	-$126K	0.01%	714
2025 Q1	$800K	Buy	+19,074	New	+$820K	0.02%	608
2024 Q3	–	Sell	-218,285	Closed	-$9.04M	–	1111
2024 Q2	$9.04M	Buy	218,285 +1,519	+0.7%	+$61.7K	0.3%	79
2024 Q1	$8.76M	Buy	216,766 +7,381	+4%	+$292K	0.35%	65
2023 Q4	$8.11M	Buy	+209,385	New	+$7.7M	0.38%	64

Other funds holding DNOV

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

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

Concurrent Investment Advisors's DNOV Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of FT Vest US Equity Deep Buffer ETF November (DNOV) in Q2 2026, closing a stake of 6,307 shares — an estimated $302K sold.

Concurrent Investment Advisors first reported a position in DNOV in Q4 2023 and held it in 8 quarters. The position peaked at $9.04M in Q2 2024. 121 funds tracked by Wall St. Rank hold DNOV as of Q2 2026.

Concurrent Investment Advisors reported no remaining FT Vest US Equity Deep Buffer ETF November position as of Q2 2026 after selling out during the quarter.
Concurrent Investment Advisors sold 6,307 FT Vest US Equity Deep Buffer ETF November shares in Q2 2026, an estimated $302K.
Concurrent Investment Advisors first reported a position in FT Vest US Equity Deep Buffer ETF November in Q4 2023 and held it in 8 quarters.
Concurrent Investment Advisors's FT Vest US Equity Deep Buffer ETF November position peaked at $9.04M in Q2 2024.
121 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.