Prasad Wealth Partners’s FT Vest U.S. Equity Max Buffer ETF - November NOVM Stock Holding History

Prasad Wealth Partners’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	$237K	Sell	7,025 -600	-8%	-$20.1K	0.06%	141
2026 Q1	$249K	Hold	7,625	–	–	0.07%	122
2025 Q4	$251K	Buy	7,625 +25	+0.3%	+$813	0.07%	125
2025 Q3	$245K	Buy	+7,600	New	+$242K	0.07%	120

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

Prasad Wealth Partners's NOVM Position: Q2 2026 in Review

Prasad Wealth Partners reduced its FT Vest U.S. Equity Max Buffer ETF - November (NOVM) stake by 7.9% in Q2 2026, selling an estimated $20.1K and leaving 7,025 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #141.

Prasad Wealth Partners first reported a position in NOVM in Q3 2025 and has held it in 4 quarters since. The position peaked at $251K in Q4 2025. 19 funds tracked by Wall St. Rank hold NOVM as of Q2 2026.

Prasad Wealth Partners held 7,025 shares of FT Vest U.S. Equity Max Buffer ETF - November worth $237K as of Q2 2026.
Prasad Wealth Partners sold 600 FT Vest U.S. Equity Max Buffer ETF - November shares in Q2 2026, an estimated $20.1K.
FT Vest U.S. Equity Max Buffer ETF - November made up 0.06% of Prasad Wealth Partners's portfolio in Q2 2026, its #141 holding.
Prasad Wealth Partners first reported a position in FT Vest U.S. Equity Max Buffer ETF - November in Q3 2025 and has held it in 4 quarters since.
Prasad Wealth Partners's FT Vest U.S. Equity Max Buffer ETF - November position peaked at $251K 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 Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.