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Lakeridge Wealth Management’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History

Lakeridge Wealth Management’s Portfolio DNOV Stock Details DNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$554K Hold
10,794
– – 0.2% 96
2026
Q1 		$517K Sell
10,794
-1,812
-14% -$88.4K 0.22% 91
2025
Q4 		$616K Hold
12,606
– – 0.28% 75
2025
Q3 		$590K Sell
12,606
-200
-2% -$9.15K 0.26% 71
2025
Q2 		$572K Sell
12,806
-230
-2% -$9.79K 0.26% 73
2025
Q1 		$546K Sell
13,036
-3,450
-21% -$148K 0.27% 72
2024
Q4 		$707K Hold
16,486
– – 0.37% 47
2024
Q3 		$695K Sell
16,486
-121
-0.7% -$5.05K 0.38% 47
2024
Q2 		$688K Sell
16,607
-400
-2% -$16.3K 0.41% 45
2024
Q1 		$687K Hold
17,007
– – 0.45% 45
2023
Q4 		$659K Buy
+17,007
New +$626K 0.48% 40

Other funds holding DNOV

NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Lakeridge Wealth Management's DNOV Position: Q2 2026 in Review

Lakeridge Wealth Management held its FT Vest US Equity Deep Buffer ETF November (DNOV) position steady in Q2 2026 at 10,794 shares worth $554K. The position accounts for 0.2% of the portfolio, ranked #96.

Lakeridge Wealth Management first reported a position in DNOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $707K in Q4 2024. 19 funds tracked by Wall St. Rank hold DNOV as of Q2 2026.

  • Lakeridge Wealth Management held 10,794 shares of FT Vest US Equity Deep Buffer ETF November worth $554K as of Q2 2026.
  • Lakeridge Wealth Management left its FT Vest US Equity Deep Buffer ETF November share count unchanged in Q2 2026.
  • FT Vest US Equity Deep Buffer ETF November made up 0.2% of Lakeridge Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Lakeridge Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF November in Q4 2023 and has held it in 11 quarters since.
  • Lakeridge Wealth Management's FT Vest US Equity Deep Buffer ETF November position peaked at $707K in Q4 2024.
  • 19 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.