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Golden State Wealth Management’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

Golden State Wealth Management’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
2025
Q2 		– Sell
-308
Closed -$14.4K – 1602
2025
Q1 		$14.4K Buy
+308
New +$14.8K ﹤0.01% 899

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Raymond James Financial
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Osaic Holdings
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LPL Financial
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Commonwealth Equity Services
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return

Golden State Wealth Management's FNOV Position: Q2 2025 in Review

Golden State Wealth Management sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q2 2025, closing a stake of 308 shares — an estimated $14.4K sold.

Golden State Wealth Management first reported a position in FNOV in Q1 2025 and held it in 1 quarter. The position peaked at $14.4K in Q1 2025. 148 funds tracked by Wall St. Rank hold FNOV as of Q2 2025.

  • Golden State Wealth Management reported no remaining FT Vest US Equity Buffer ETF November position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 308 FT Vest US Equity Buffer ETF November shares in Q2 2025, an estimated $14.4K.
  • Golden State Wealth Management first reported a position in FT Vest US Equity Buffer ETF November in Q1 2025 and held it in 1 quarter.
  • Golden State Wealth Management's FT Vest US Equity Buffer ETF November position peaked at $14.4K in Q1 2025.
  • 148 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.