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Impact Partnership Wealth’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

Impact Partnership Wealth’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
2024
Q1 		– Sell
-36
Closed -$1.53K – 766
2023
Q4 		$1.53K Buy
+36
New +$1.45K ﹤0.01% 718

Other funds holding FNOV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Impact Partnership Wealth's FNOV Position: Q1 2024 in Review

Impact Partnership Wealth sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q1 2024, closing a stake of 36 shares — an estimated $1.53K sold.

Impact Partnership Wealth first reported a position in FNOV in Q4 2023 and held it in 1 quarter. The position peaked at $1.53K in Q4 2023. 106 funds tracked by Wall St. Rank hold FNOV as of Q1 2024.

  • Impact Partnership Wealth reported no remaining FT Vest US Equity Buffer ETF November position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 36 FT Vest US Equity Buffer ETF November shares in Q1 2024, an estimated $1.53K.
  • Impact Partnership Wealth first reported a position in FT Vest US Equity Buffer ETF November in Q4 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's FT Vest US Equity Buffer ETF November position peaked at $1.53K in Q4 2023.
  • 106 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.