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Laidlaw Wealth Management’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

Laidlaw Wealth Management’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
2025
Q2 		– Sell
-5,421
Closed -$253K – 58
2025
Q1 		$253K Hold
5,421
– – 0.75% 37
2024
Q4 		$259K Buy
+5,421
New +$259K 0.11% 151

Other funds holding FNOV

Cetera Investment Advisers
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Envestnet Asset Management
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return

Laidlaw Wealth Management's FNOV Position: Q2 2025 in Review

Laidlaw Wealth Management sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q2 2025, closing a stake of 5,421 shares — an estimated $253K sold.

Laidlaw Wealth Management first reported a position in FNOV in Q4 2024 and held it in 2 quarters. The position peaked at $259K in Q4 2024. 148 funds tracked by Wall St. Rank hold FNOV as of Q2 2025.

  • Laidlaw Wealth Management reported no remaining FT Vest US Equity Buffer ETF November position as of Q2 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 5,421 FT Vest US Equity Buffer ETF November shares in Q2 2025, an estimated $253K.
  • Laidlaw Wealth Management first reported a position in FT Vest US Equity Buffer ETF November in Q4 2024 and held it in 2 quarters.
  • Laidlaw Wealth Management's FT Vest US Equity Buffer ETF November position peaked at $259K in Q4 2024.
  • 148 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q2 2025.

Based on Laidlaw Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.