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Concurrent Investment Advisors’s FT Vest US Equity Moderate Buffer ETF November GNOV Stock Holding History

Concurrent Investment Advisors’s Portfolio GNOV Stock Details GNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.44M Buy
62,576
+21,798
+53% +$865K 0.03% 555
2025
Q4 		$1.62M Buy
40,778
+9,755
+31% +$379K 0.02% 646
2025
Q3 		$1.18M Sell
31,023
-531
-2% -$19.8K 0.02% 607
2025
Q2 		$1.15M Hold
31,554
– – 0.02% 560
2025
Q1 		$1.08M Buy
31,554
+231
+0.7% +$8.11K 0.03% 532
2024
Q4 		$1.1M Buy
+31,323
New +$1.09M 0.03% 467

Other funds holding GNOV

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $543M AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $204M AUM 20.39% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $337M AUM 19.39% 1-Year Est. Return