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Kingswood Wealth Advisors’s FT Vest US Small Cap Moderate Buffer ETF November SNOV Stock Holding History

Kingswood Wealth Advisors’s Portfolio SNOV Stock Details SNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$403K Hold
16,249
– – 0.02% 613
2025
Q4 		$402K Sell
16,249
-381
-2% -$9.43K 0.02% 590
2025
Q3 		$411K Buy
16,630
+2,500
+18% +$59.8K 0.02% 536
2025
Q2 		$326K Sell
14,130
-1,700
-11% -$37.7K 0.03% 548
2025
Q1 		$349K Buy
+15,830
New +$364K 0.03% 491

Other funds holding SNOV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $104M AUM

Kingswood Wealth Advisors's SNOV Position: Q1 2026 in Review

Kingswood Wealth Advisors held its FT Vest US Small Cap Moderate Buffer ETF November (SNOV) position steady in Q1 2026 at 16,249 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #613.

Kingswood Wealth Advisors first reported a position in SNOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $411K in Q3 2025. 64 funds tracked by Wall St. Rank hold SNOV as of Q1 2026.

  • Kingswood Wealth Advisors held 16,249 shares of FT Vest US Small Cap Moderate Buffer ETF November worth $403K as of Q1 2026.
  • Kingswood Wealth Advisors left its FT Vest US Small Cap Moderate Buffer ETF November share count unchanged in Q1 2026.
  • FT Vest US Small Cap Moderate Buffer ETF November made up 0.02% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #613 holding.
  • Kingswood Wealth Advisors first reported a position in FT Vest US Small Cap Moderate Buffer ETF November in Q1 2025 and has held it in 5 quarters since.
  • Kingswood Wealth Advisors's FT Vest US Small Cap Moderate Buffer ETF November position peaked at $411K in Q3 2025.
  • 64 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF November as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.