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Evergreen Wealth Solutions’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

Evergreen Wealth Solutions’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
2026
Q2 		$2.76M Sell
46,195
-1,242
-3% -$71K 0.14% 109
2026
Q1 		$2.53M Sell
47,437
-190
-0.4% -$10.4K 0.18% 97
2025
Q4 		$2.61M Buy
+47,627
New +$2.56M 0.36% 42

Other funds holding FNOV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Evergreen Wealth Solutions's FNOV Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its FT Vest US Equity Buffer ETF November (FNOV) stake by 2.6% in Q2 2026, selling an estimated $71K and leaving 46,195 shares worth $2.76M. The position accounts for 0.14% of the portfolio, ranked #109.

Evergreen Wealth Solutions first reported a position in FNOV in Q4 2025 and has held it in 3 quarters since. 154 funds tracked by Wall St. Rank hold FNOV as of Q2 2026.

  • Evergreen Wealth Solutions held 46,195 shares of FT Vest US Equity Buffer ETF November worth $2.76M as of Q2 2026.
  • Evergreen Wealth Solutions sold 1,242 FT Vest US Equity Buffer ETF November shares in Q2 2026, an estimated $71K.
  • FT Vest US Equity Buffer ETF November made up 0.14% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #109 holding.
  • Evergreen Wealth Solutions first reported a position in FT Vest US Equity Buffer ETF November in Q4 2025 and has held it in 3 quarters since.
  • 154 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.