Holistic Planning’s FT Vest US Equity Moderate Buffer ETF November GNOV Stock Holding History

Holistic Planning’s Portfolio GNOV Stock Details GNOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.1M	Sell	50,165 -355	-0.7%	-$14.6K	0.33%	70
2026 Q1	$1.97M	Sell	50,520 -904	-2%	-$35.9K	0.39%	59
2025 Q4	$2.04M	Sell	51,424 -1,666	-3%	-$64.7K	0.44%	48
2025 Q3	$2.02M	Sell	53,090 -660	-1%	-$24.6K	0.53%	39
2025 Q2	$1.96M	Sell	53,750 -575	-1%	-$20K	0.56%	36
2025 Q1	$1.86M	Buy	54,325 +1,724	+3%	+$60.5K	0.63%	30
2024 Q4	$1.84M	Buy	52,601 +18,638	+55%	+$650K	0.67%	32
2024 Q3	$1.17M	Sell	33,963 -812	-2%	-$27.6K	0.5%	44
2024 Q2	$1.15M	Hold	34,775	–	–	0.88%	38
2024 Q1	$1.15M	Hold	34,775	–	–	0.88%	39
2023 Q4	$1.1M	Buy	+34,775	New	+$1.09M	0.93%	37

Other funds holding GNOV

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

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

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

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

Holistic Planning's GNOV Position: Q2 2026 in Review

Holistic Planning reduced its FT Vest US Equity Moderate Buffer ETF November (GNOV) stake by 0.7% in Q2 2026, selling an estimated $14.6K and leaving 50,165 shares worth $2.1M. The position accounts for 0.33% of the portfolio, ranked #70.

Holistic Planning first reported a position in GNOV in Q4 2023 and has held it in 11 quarters since. 105 funds tracked by Wall St. Rank hold GNOV as of Q2 2026.

Holistic Planning held 50,165 shares of FT Vest US Equity Moderate Buffer ETF November worth $2.1M as of Q2 2026.
Holistic Planning sold 355 FT Vest US Equity Moderate Buffer ETF November shares in Q2 2026, an estimated $14.6K.
FT Vest US Equity Moderate Buffer ETF November made up 0.33% of Holistic Planning's portfolio in Q2 2026, its #70 holding.
Holistic Planning first reported a position in FT Vest US Equity Moderate Buffer ETF November in Q4 2023 and has held it in 11 quarters since.
105 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF November as of Q2 2026.

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