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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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $635M AUM 22.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return