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
2026 Q2	$695K	Buy	+11,875	New	+$679K	0.36%	39
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 $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Schulz Wealth's FNOV Position: Q2 2026 in Review

Schulz Wealth opened a new position in FT Vest US Equity Buffer ETF November (FNOV) in Q2 2026: 11,875 shares worth $695K. The stake represents 0.36% of the portfolio and ranks #39 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in FNOV as recently as Q4 2025.

Schulz Wealth first reported a position in FNOV in Q4 2023 and has held it in 10 quarters since. 154 funds tracked by Wall St. Rank hold FNOV as of Q2 2026.

Schulz Wealth held 11,875 shares of FT Vest US Equity Buffer ETF November worth $695K as of Q2 2026.
FT Vest US Equity Buffer ETF November was a new Schulz Wealth position in Q2 2026.
FT Vest US Equity Buffer ETF November made up 0.36% of Schulz Wealth's portfolio in Q2 2026, its #39 holding.
Schulz Wealth first reported a position in FT Vest US Equity Buffer ETF November in Q4 2023 and has held it in 10 quarters since.
154 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.