Cypress Wealth Services’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

Cypress Wealth Services’s Portfolio FNOV Stock Details FNOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-8,000	Closed	-$292K	–	272
2021 Q1	$292K	Buy	+8,000	New	+$286K	0.06%	218

Other funds holding FNOV

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

ICG

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Cypress Wealth Services's FNOV Position: Q2 2021 in Review

Cypress Wealth Services sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q2 2021, closing a stake of 8,000 shares — an estimated $292K sold.

Cypress Wealth Services first reported a position in FNOV in Q1 2021 and held it in 1 quarter. The position peaked at $292K in Q1 2021. 42 funds tracked by Wall St. Rank hold FNOV as of Q2 2021.

Cypress Wealth Services reported no remaining FT Vest US Equity Buffer ETF November position as of Q2 2021 after selling out during the quarter.
Cypress Wealth Services sold 8,000 FT Vest US Equity Buffer ETF November shares in Q2 2021, an estimated $292K.
Cypress Wealth Services first reported a position in FT Vest US Equity Buffer ETF November in Q1 2021 and held it in 1 quarter.
Cypress Wealth Services's FT Vest US Equity Buffer ETF November position peaked at $292K in Q1 2021.
42 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q2 2021.

Based on Cypress Wealth Services's 13F filing for Q2 2021, filed 14 Jul 2021.