EWS
FNOV icon

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
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 $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Evergreen Wealth Solutions's FNOV Position: Q1 2026 in Review

Evergreen Wealth Solutions reduced its FT Vest US Equity Buffer ETF November (FNOV) stake by 0.4% in Q1 2026, selling an estimated $10.4K and leaving 47,437 shares worth $2.53M. The position accounts for 0.18% of the portfolio, ranked #97.

Evergreen Wealth Solutions first reported a position in FNOV in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.61M in Q4 2025. 159 funds tracked by Wall St. Rank hold FNOV as of Q1 2026.

  • Evergreen Wealth Solutions held 47,437 shares of FT Vest US Equity Buffer ETF November worth $2.53M as of Q1 2026.
  • Evergreen Wealth Solutions sold 190 FT Vest US Equity Buffer ETF November shares in Q1 2026, an estimated $10.4K.
  • FT Vest US Equity Buffer ETF November made up 0.18% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #97 holding.
  • Evergreen Wealth Solutions first reported a position in FT Vest US Equity Buffer ETF November in Q4 2025 and has held it in 2 quarters since.
  • Evergreen Wealth Solutions's FT Vest US Equity Buffer ETF November position peaked at $2.61M in Q4 2025.
  • 159 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.