Holistic Planning’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History

Holistic Planning’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
2026 Q2	$502K	Hold	9,770	–	–	0.08%	207
2026 Q1	$468K	Sell	9,770 -893	-8%	-$43.6K	0.09%	188
2025 Q4	$521K	Sell	10,663 -3,316	-24%	-$158K	0.11%	156
2025 Q3	$654K	Sell	13,979 -540	-4%	-$24.7K	0.17%	102
2025 Q2	$649K	Hold	14,519	–	–	0.19%	96
2025 Q1	$609K	Buy	14,519 +90	+0.6%	+$3.87K	0.21%	87
2024 Q4	$619K	Buy	+14,429	New	+$618K	0.22%	83

Other funds holding DNOV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

Holistic Planning's DNOV Position: Q2 2026 in Review

Holistic Planning held its FT Vest US Equity Deep Buffer ETF November (DNOV) position steady in Q2 2026 at 9,770 shares worth $502K. The position accounts for 0.08% of the portfolio, ranked #207.

Holistic Planning first reported a position in DNOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $654K in Q3 2025. 121 funds tracked by Wall St. Rank hold DNOV as of Q2 2026.

Holistic Planning held 9,770 shares of FT Vest US Equity Deep Buffer ETF November worth $502K as of Q2 2026.
Holistic Planning left its FT Vest US Equity Deep Buffer ETF November share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF November made up 0.08% of Holistic Planning's portfolio in Q2 2026, its #207 holding.
Holistic Planning first reported a position in FT Vest US Equity Deep Buffer ETF November in Q4 2024 and has held it in 7 quarters since.
Holistic Planning's FT Vest US Equity Deep Buffer ETF November position peaked at $654K in Q3 2025.
121 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.