Madrona Financial Services’s FT Vest U.S. Equity Max Buffer ETF - November NOVM Stock Holding History

Madrona Financial Services’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 Q3	$651K	Sell	19,004 -745	-4%	-$25.4K	0.1%	81
2026 Q2	$666K	Hold	19,749	–	–	0.12%	66
2026 Q1	$646K	Sell	19,749 -60	-0.3%	-$1.98K	0.14%	59
2025 Q4	$651K	Buy	19,809 +8,929	+82%	+$290K	0.14%	56
2025 Q3	$350K	Hold	10,880	–	–	0.08%	77
2025 Q2	$342K	Hold	10,880	–	–	0.08%	77
2025 Q1	$331K	Hold	10,880	–	–	0.09%	75
2024 Q4	$332K	Buy	+10,880	New	+$333K	0.09%	75

Other funds holding NOVM

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Prasad Wealth Partners Independence, Ohio $441M AUM 15.58% 1-Year Est. Return

PAS

PKS Advisory Services Albany, New York $624M AUM 15.91% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Madrona Financial Services's NOVM Position: Q3 2026 in Review

Madrona Financial Services reduced its FT Vest U.S. Equity Max Buffer ETF - November (NOVM) stake by 3.8% in Q3 2026, selling an estimated $25.4K and leaving 19,004 shares worth $651K. The position accounts for 0.1% of the portfolio, ranked #81.

Madrona Financial Services first reported a position in NOVM in Q4 2024 and has held it in 8 quarters since. The position peaked at $666K in Q2 2026. 15 funds tracked by Wall St. Rank hold NOVM as of Q3 2026.

Madrona Financial Services held 19,004 shares of FT Vest U.S. Equity Max Buffer ETF - November worth $651K as of Q3 2026.
Madrona Financial Services sold 745 FT Vest U.S. Equity Max Buffer ETF - November shares in Q3 2026, an estimated $25.4K.
FT Vest U.S. Equity Max Buffer ETF - November made up 0.1% of Madrona Financial Services's portfolio in Q3 2026, its #81 holding.
Madrona Financial Services first reported a position in FT Vest U.S. Equity Max Buffer ETF - November in Q4 2024 and has held it in 8 quarters since.
Madrona Financial Services's FT Vest U.S. Equity Max Buffer ETF - November position peaked at $666K in Q2 2026.
15 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - November as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.