SW
GNOV icon

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

Schulz Wealth’s Portfolio GNOV Stock Details GNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$3.88M Sell
97,716
-3,215
-3% -$125K 2.49% 11
2025
Q3 		$3.84M Sell
100,931
-960
-0.9% -$35.8K 2.54% 11
2025
Q2 		$3.72M Sell
101,891
-6,367
-6% -$221K 2.78% 10
2025
Q1 		$3.71M Sell
108,258
-565
-0.5% -$19.8K 2.83% 11
2024
Q4 		$3.81M Buy
108,823
+655
+0.6% +$22.9K 2.92% 10
2024
Q3 		$3.73M Sell
108,168
-2,537
-2% -$86.3K 2.88% 10
2024
Q2 		$3.74M Sell
110,705
-2,650
-2% -$87.9K 3.17% 10
2024
Q1 		$3.74M Sell
113,355
-4,660
-4% -$151K 3.19% 9
2023
Q4 		$3.74M Buy
+118,015
New +$3.68M 3.58% 8

Other funds holding GNOV

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $635M AUM 22.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return