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

PKS Advisory 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 Q2	$202K	Buy	+5,980	New	+$200K	0.03%	361
2026 Q1	–	Sell	-6,235	Closed	-$205K	–	264
2025 Q4	$205K	Sell	6,235 -50	-0.8%	-$1.63K	0.05%	246
2025 Q3	$202K	Buy	+6,285	New	+$200K	0.04%	233

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

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

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 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

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

PKS Advisory Services's NOVM Position: Q2 2026 in Review

PKS Advisory Services opened a new position in FT Vest U.S. Equity Max Buffer ETF - November (NOVM) in Q2 2026: 5,980 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #361 among its holdings. This is a return to the name: PKS Advisory Services previously reported a position in NOVM as recently as Q4 2025.

PKS Advisory Services first reported a position in NOVM in Q3 2025 and has held it in 3 quarters since. The position peaked at $205K in Q4 2025. 19 funds tracked by Wall St. Rank hold NOVM as of Q2 2026.

PKS Advisory Services held 5,980 shares of FT Vest U.S. Equity Max Buffer ETF - November worth $202K as of Q2 2026.
FT Vest U.S. Equity Max Buffer ETF - November was a new PKS Advisory Services position in Q2 2026.
FT Vest U.S. Equity Max Buffer ETF - November made up 0.03% of PKS Advisory Services's portfolio in Q2 2026, its #361 holding.
PKS Advisory Services first reported a position in FT Vest U.S. Equity Max Buffer ETF - November in Q3 2025 and has held it in 3 quarters since.
PKS Advisory Services's FT Vest U.S. Equity Max Buffer ETF - November position peaked at $205K in Q4 2025.
19 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - November as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.