Retirement Guys Formula’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History

Retirement Guys Formula’s Portfolio DNOV Stock Details DNOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,706	Closed	-$230K	–	125
2023 Q1	$230K	Hold	6,706	–	–	0.16%	116
2022 Q4	$219K	Sell	6,706 -3,216	-32%	-$106K	0.18%	114
2022 Q3	$322K	Hold	9,922	–	–	0.34%	88
2022 Q2	$321K	Sell	9,922 -1,083	-10%	-$36K	0.33%	90
2022 Q1	$381K	Sell	11,005 -6,762	-38%	-$233K	0.26%	74
2021 Q4	$628K	Buy	+17,767	New	+$622K	0.5%	38

Other funds holding DNOV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

EWM

Echo Wealth Management Plymouth, Minnesota $174M AUM 12.5% 1-Year Est. Return

DLHL

Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TLA

Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return

Retirement Guys Formula's DNOV Position: Q2 2023 in Review

Retirement Guys Formula sold out of FT Vest US Equity Deep Buffer ETF November (DNOV) in Q2 2023, closing a stake of 6,706 shares — an estimated $230K sold.

Retirement Guys Formula first reported a position in DNOV in Q4 2021 and held it in 6 quarters. The position peaked at $628K in Q4 2021. 81 funds tracked by Wall St. Rank hold DNOV as of Q2 2023.

Retirement Guys Formula reported no remaining FT Vest US Equity Deep Buffer ETF November position as of Q2 2023 after selling out during the quarter.
Retirement Guys Formula sold 6,706 FT Vest US Equity Deep Buffer ETF November shares in Q2 2023, an estimated $230K.
Retirement Guys Formula first reported a position in FT Vest US Equity Deep Buffer ETF November in Q4 2021 and held it in 6 quarters.
Retirement Guys Formula's FT Vest US Equity Deep Buffer ETF November position peaked at $628K in Q4 2021.
81 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q2 2023.

Based on Retirement Guys Formula's 13F filing for Q2 2023, filed 17 Jul 2023.