Northeast Planning Associates NH’s FT Vest Nasdaq-100 Moderate Buffer ETF - November QMNV Stock Holding History

Northeast Planning Associates NH’s Portfolio QMNV Stock Details QMNV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$399K	Sell	17,820 -99,069	-85%	-$2.43M	0.3%	42
2026 Q1	$2.66M	Hold	116,889	–	–	1.79%	14
2025 Q4	$2.73M	Buy	+116,889	New	+$2.67M	1.93%	12

Other funds holding QMNV

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Northeast Planning Associates NH's QMNV Position: Q2 2026 in Review

Northeast Planning Associates NH reduced its FT Vest Nasdaq-100 Moderate Buffer ETF - November (QMNV) stake by 85% in Q2 2026, selling an estimated $2.43M and leaving 17,820 shares worth $399K. The position accounts for 0.3% of the portfolio, ranked #42.

Northeast Planning Associates NH first reported a position in QMNV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.73M in Q4 2025. 38 funds tracked by Wall St. Rank hold QMNV as of Q2 2026.

Northeast Planning Associates NH held 17,820 shares of FT Vest Nasdaq-100 Moderate Buffer ETF - November worth $399K as of Q2 2026.
Northeast Planning Associates NH sold 99,069 FT Vest Nasdaq-100 Moderate Buffer ETF - November shares in Q2 2026, an estimated $2.43M.
FT Vest Nasdaq-100 Moderate Buffer ETF - November made up 0.3% of Northeast Planning Associates NH's portfolio in Q2 2026, its #42 holding.
Northeast Planning Associates NH first reported a position in FT Vest Nasdaq-100 Moderate Buffer ETF - November in Q4 2025 and has held it in 3 quarters since.
Northeast Planning Associates NH's FT Vest Nasdaq-100 Moderate Buffer ETF - November position peaked at $2.73M in Q4 2025.
38 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - November as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.