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

Schulz 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
2025 Q4	$651K	Sell	11,875 -1,000	-8%	-$53.8K	0.42%	35
2025 Q3	$681K	Hold	12,875	–	–	0.45%	33
2025 Q2	$645K	Hold	12,875	–	–	0.48%	31
2025 Q1	$601K	Hold	12,875	–	–	0.46%	32
2024 Q4	$616K	Buy	12,875 +3,210	+33%	+$154K	0.47%	30
2024 Q3	$456K	Hold	9,665	–	–	0.35%	37
2024 Q2	$445K	Sell	9,665 -445	-4%	-$20K	0.38%	35
2024 Q1	$452K	Hold	10,110	–	–	0.39%	34
2023 Q4	$430K	Buy	+10,110	New	+$407K	0.41%	36

Other funds holding FNOV

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Schulz Wealth's FNOV Position: Q4 2025 in Review

Schulz Wealth reduced its FT Vest US Equity Buffer ETF November (FNOV) stake by 7.8% in Q4 2025, selling an estimated $53.8K and leaving 11,875 shares worth $651K. The position accounts for 0.42% of the portfolio, ranked #35.

Schulz Wealth first reported a position in FNOV in Q4 2023 and has held it in 9 quarters since. The position peaked at $681K in Q3 2025. 163 funds tracked by Wall St. Rank hold FNOV as of Q4 2025.

Schulz Wealth held 11,875 shares of FT Vest US Equity Buffer ETF November worth $651K as of Q4 2025.
Schulz Wealth sold 1,000 FT Vest US Equity Buffer ETF November shares in Q4 2025, an estimated $53.8K.
FT Vest US Equity Buffer ETF November made up 0.42% of Schulz Wealth's portfolio in Q4 2025, its #35 holding.
Schulz Wealth first reported a position in FT Vest US Equity Buffer ETF November in Q4 2023 and has held it in 9 quarters since.
Schulz Wealth's FT Vest US Equity Buffer ETF November position peaked at $681K in Q3 2025.
163 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.