RRMM
NOVM

Regatta Research & Money Management’s FT Vest U.S. Equity Max Buffer ETF - November NOVM Stock Holding History

Regatta Research & Money Management’s Portfolio NOVM Stock Details NOVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41.5K Buy
+1,230
New +$41.2K 0.04% 291

Other funds holding NOVM

CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Regatta Research & Money Management's NOVM Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in FT Vest U.S. Equity Max Buffer ETF - November (NOVM) in Q2 2026: 1,230 shares worth $41.5K. The stake represents 0.04% of the portfolio and ranks #291 among its holdings.

22 funds tracked by Wall St. Rank hold NOVM as of Q2 2026.

  • Regatta Research & Money Management held 1,230 shares of FT Vest U.S. Equity Max Buffer ETF - November worth $41.5K as of Q2 2026.
  • FT Vest U.S. Equity Max Buffer ETF - November was a new Regatta Research & Money Management position in Q2 2026.
  • FT Vest U.S. Equity Max Buffer ETF - November made up 0.04% of Regatta Research & Money Management's portfolio in Q2 2026, its #291 holding.
  • 22 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - November as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.