McKinley Carter Wealth Services’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

McKinley Carter Wealth Services’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
2026 Q1	$3.1M	Hold	58,051	–	–	0.18%	101
2025 Q4	$3.18M	Sell	58,051 -3,335	-5%	-$180K	0.18%	94
2025 Q3	$3.25M	Hold	61,386	–	–	0.17%	96
2025 Q2	$3.08M	Hold	61,386	–	–	0.17%	91
2025 Q1	$2.86M	Hold	61,386	–	–	0.18%	87
2024 Q4	$2.94M	Buy	61,386 +921	+2%	+$44.1K	0.18%	91
2024 Q3	$2.85M	Hold	60,465	–	–	0.17%	97
2024 Q2	$2.78M	Hold	60,465	–	–	0.18%	97
2024 Q1	$2.71M	Hold	60,465	–	–	0.18%	98
2023 Q4	$2.57M	Sell	60,465 -583	-1%	-$23.5K	0.19%	92
2023 Q3	$2.37M	Hold	61,048	–	–	0.19%	94
2023 Q2	$2.46M	Hold	61,048	–	–	0.18%	92
2023 Q1	$2.3M	Hold	61,048	–	–	0.18%	97
2022 Q4	$2.17M	Buy	61,048 +34,764	+132%	+$1.22M	0.18%	97
2022 Q3	$866K	Hold	26,284	–	–	0.08%	139
2022 Q2	$894K	Buy	26,284 +6,100	+30%	+$217K	0.08%	141
2022 Q1	$764K	Buy	+20,184	New	+$755K	0.06%	162

Other funds holding FNOV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

McKinley Carter Wealth Services's FNOV Position: Q1 2026 in Review

McKinley Carter Wealth Services held its FT Vest US Equity Buffer ETF November (FNOV) position steady in Q1 2026 at 58,051 shares worth $3.1M. The position accounts for 0.18% of the portfolio, ranked #101.

McKinley Carter Wealth Services first reported a position in FNOV in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.25M in Q3 2025. 159 funds tracked by Wall St. Rank hold FNOV as of Q1 2026.

McKinley Carter Wealth Services held 58,051 shares of FT Vest US Equity Buffer ETF November worth $3.1M as of Q1 2026.
McKinley Carter Wealth Services left its FT Vest US Equity Buffer ETF November share count unchanged in Q1 2026.
FT Vest US Equity Buffer ETF November made up 0.18% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #101 holding.
McKinley Carter Wealth Services first reported a position in FT Vest US Equity Buffer ETF November in Q1 2022 and has held it in 17 quarters since.
McKinley Carter Wealth Services's FT Vest US Equity Buffer ETF November position peaked at $3.25M in Q3 2025.
159 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.