Kingswood Wealth Advisors’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

Kingswood Wealth Advisors’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 Q2	$285K	Hold	4,866	–	–	0.01%	798
2026 Q1	$260K	Sell	4,866 -300	-6%	-$16.4K	0.01%	774
2025 Q4	$283K	Buy	5,166 +300	+6%	+$16.2K	0.01%	697
2025 Q3	$257K	Sell	4,866 -2,400	-33%	-$124K	0.02%	677
2025 Q2	$364K	Sell	7,266 -1,333	-16%	-$63.1K	0.03%	504
2025 Q1	$402K	Sell	8,599 -8,599	-50%	-$413K	0.04%	456
2024 Q4	$822K	Buy	17,198 +8,249	+92%	+$395K	0.06%	315
2024 Q3	$422K	Sell	8,949 -4,251	-32%	-$197K	0.03%	501
2024 Q2	$608K	Buy	+13,200	New	+$594K	0.05%	336
2024 Q1	–	Sell	-10,000	Closed	-$425K	–	645
2023 Q4	$425K	Buy	+10,000	New	+$403K	0.05%	383
2023 Q3	–	Sell	-10,150	Closed	-$409K	–	451
2023 Q2	$409K	Buy	+10,150	New	+$389K	0.13%	159

Other funds holding FNOV

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

RFG

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Kingswood Wealth Advisors's FNOV Position: Q2 2026 in Review

Kingswood Wealth Advisors held its FT Vest US Equity Buffer ETF November (FNOV) position steady in Q2 2026 at 4,866 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #798.

Kingswood Wealth Advisors first reported a position in FNOV in Q2 2023 and has held it in 11 quarters since. The position peaked at $822K in Q4 2024. 154 funds tracked by Wall St. Rank hold FNOV as of Q2 2026.

Kingswood Wealth Advisors held 4,866 shares of FT Vest US Equity Buffer ETF November worth $285K as of Q2 2026.
Kingswood Wealth Advisors left its FT Vest US Equity Buffer ETF November share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF November made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #798 holding.
Kingswood Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF November in Q2 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's FT Vest US Equity Buffer ETF November position peaked at $822K in Q4 2024.
154 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.