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GeoWealth Management’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History

GeoWealth Management’s Portfolio DNOV Stock Details DNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-27,291
Closed -$887K – 361
2022
Q3 		$887K Buy
+27,291
New +$897K 0.1% 126

Other funds holding DNOV

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EWM
Echo Wealth Management Plymouth, Minnesota $174M AUM 12.5% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

GeoWealth Management's DNOV Position: Q4 2022 in Review

GeoWealth Management sold out of FT Vest US Equity Deep Buffer ETF November (DNOV) in Q4 2022, closing a stake of 27,291 shares — an estimated $887K sold.

GeoWealth Management first reported a position in DNOV in Q3 2022 and held it in 1 quarter. The position peaked at $887K in Q3 2022. 87 funds tracked by Wall St. Rank hold DNOV as of Q4 2022.

  • GeoWealth Management reported no remaining FT Vest US Equity Deep Buffer ETF November position as of Q4 2022 after selling out during the quarter.
  • GeoWealth Management sold 27,291 FT Vest US Equity Deep Buffer ETF November shares in Q4 2022, an estimated $887K.
  • GeoWealth Management first reported a position in FT Vest US Equity Deep Buffer ETF November in Q3 2022 and held it in 1 quarter.
  • GeoWealth Management's FT Vest US Equity Deep Buffer ETF November position peaked at $887K in Q3 2022.
  • 87 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q4 2022.

Based on GeoWealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.