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

Quantum 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
2023
Q2 		– Sell
-6,700
Closed -$252K – 189
2023
Q1 		$252K Hold
6,700
– – 0.14% 149
2022
Q4 		$238K Buy
+6,700
New +$236K 0.15% 149

Other funds holding FNOV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $801M AUM 22.2% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Quantum Private Wealth's FNOV Position: Q2 2023 in Review

Quantum Private Wealth sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q2 2023, closing a stake of 6,700 shares — an estimated $252K sold.

Quantum Private Wealth first reported a position in FNOV in Q4 2022 and held it in 2 quarters. The position peaked at $252K in Q1 2023. 94 funds tracked by Wall St. Rank hold FNOV as of Q2 2023.

  • Quantum Private Wealth reported no remaining FT Vest US Equity Buffer ETF November position as of Q2 2023 after selling out during the quarter.
  • Quantum Private Wealth sold 6,700 FT Vest US Equity Buffer ETF November shares in Q2 2023, an estimated $252K.
  • Quantum Private Wealth first reported a position in FT Vest US Equity Buffer ETF November in Q4 2022 and held it in 2 quarters.
  • Quantum Private Wealth's FT Vest US Equity Buffer ETF November position peaked at $252K in Q1 2023.
  • 94 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q2 2023.

Based on Quantum Private Wealth's 13F filing for Q2 2023, filed 27 Jul 2023.