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Pinnacle Private Wealth’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

Pinnacle Private Wealth’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
2022
Q2 		$415K Hold
12,213
– – 0.16% 150
2022
Q1 		$463K Sell
12,213
-825
-6% -$30.9K 0.14% 163
2021
Q4 		$508K Buy
+13,038
New +$501K 0.16% 146

Other funds holding FNOV

BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PWM
PRW Wealth Management Quincy, Massachusetts $262M AUM 22.64% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Pinnacle Private Wealth's FNOV Position: Q2 2022 in Review

Pinnacle Private Wealth held its FT Vest US Equity Buffer ETF November (FNOV) position steady in Q2 2022 at 12,213 shares worth $415K. The position accounts for 0.16% of the portfolio, ranked #150.

Pinnacle Private Wealth first reported a position in FNOV in Q4 2021 and has held it in 3 quarters since. The position peaked at $508K in Q4 2021. 83 funds tracked by Wall St. Rank hold FNOV as of Q2 2022.

  • Pinnacle Private Wealth held 12,213 shares of FT Vest US Equity Buffer ETF November worth $415K as of Q2 2022.
  • Pinnacle Private Wealth left its FT Vest US Equity Buffer ETF November share count unchanged in Q2 2022.
  • FT Vest US Equity Buffer ETF November made up 0.16% of Pinnacle Private Wealth's portfolio in Q2 2022, its #150 holding.
  • Pinnacle Private Wealth first reported a position in FT Vest US Equity Buffer ETF November in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's FT Vest US Equity Buffer ETF November position peaked at $508K in Q4 2021.
  • 83 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.