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 Q2	$2.26M	Sell	54,113 -8,463	-14%	-$348K	0.02%	681
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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

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

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Concurrent Investment Advisors reduced its FT Vest US Equity Moderate Buffer ETF November (GNOV) stake by 14% in Q2 2026, selling an estimated $348K and leaving 54,113 shares worth $2.26M. The position accounts for 0.02% of the portfolio, ranked #681.

Concurrent Investment Advisors first reported a position in GNOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.44M in Q1 2026. 105 funds tracked by Wall St. Rank hold GNOV as of Q2 2026.

Concurrent Investment Advisors held 54,113 shares of FT Vest US Equity Moderate Buffer ETF November worth $2.26M as of Q2 2026.
Concurrent Investment Advisors sold 8,463 FT Vest US Equity Moderate Buffer ETF November shares in Q2 2026, an estimated $348K.
FT Vest US Equity Moderate Buffer ETF November made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #681 holding.
Concurrent Investment Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF November in Q4 2024 and has held it in 7 quarters since.
Concurrent Investment Advisors's FT Vest US Equity Moderate Buffer ETF November position peaked at $2.44M in Q1 2026.
105 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF November as of Q2 2026.

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