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Grantvest Financial Group’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

Grantvest Financial Group’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 		$455K Hold
8,525
– – 0.29% 82
2025
Q4 		$467K Buy
8,525
+2,278
+36% +$123K 0.3% 82
2025
Q3 		$330K Sell
6,247
-82
-1% -$4.22K 0.23% 103
2025
Q2 		$317K Hold
6,329
– – 0.24% 100
2025
Q1 		$295K Sell
6,329
-724
-10% -$34.8K 0.24% 96
2024
Q4 		$337K Buy
+7,053
New +$337K 0.38% 86

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

Grantvest Financial Group's FNOV Position: Q1 2026 in Review

Grantvest Financial Group held its FT Vest US Equity Buffer ETF November (FNOV) position steady in Q1 2026 at 8,525 shares worth $455K. The position accounts for 0.29% of the portfolio, ranked #82.

Grantvest Financial Group first reported a position in FNOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $467K in Q4 2025. 159 funds tracked by Wall St. Rank hold FNOV as of Q1 2026.

  • Grantvest Financial Group held 8,525 shares of FT Vest US Equity Buffer ETF November worth $455K as of Q1 2026.
  • Grantvest Financial Group left its FT Vest US Equity Buffer ETF November share count unchanged in Q1 2026.
  • FT Vest US Equity Buffer ETF November made up 0.29% of Grantvest Financial Group's portfolio in Q1 2026, its #82 holding.
  • Grantvest Financial Group first reported a position in FT Vest US Equity Buffer ETF November in Q4 2024 and has held it in 6 quarters since.
  • Grantvest Financial Group's FT Vest US Equity Buffer ETF November position peaked at $467K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.