SWA
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SOA Wealth Advisors’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History

SOA Wealth Advisors’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
2026
Q1 		$131K Sell
2,735
-535
-16% -$26.1K 0.02% 245
2025
Q4 		$160K Hold
3,270
– – 0.03% 228
2025
Q3 		$153K Sell
3,270
-10
-0.3% -$457 0.03% 237
2025
Q2 		$147K Hold
3,280
– – 0.03% 234
2025
Q1 		$137K Hold
3,280
– – 0.03% 227
2024
Q4 		$141K Buy
3,280
+2,129
+185% +$91.2K 0.03% 219
2024
Q3 		$48.5K Hold
1,151
– – 0.01% 322
2024
Q2 		$47.7K Hold
1,151
– – 0.01% 314
2024
Q1 		$46.5K Hold
1,151
– – 0.01% 317
2023
Q4 		$44.6K Hold
1,151
– – 0.01% 308
2023
Q3 		$40.8K Hold
1,151
– – 0.01% 311
2023
Q2 		$41.8K Hold
1,151
– – 0.01% 318
2023
Q1 		$39.4K Hold
1,151
– – 0.01% 312
2022
Q4 		$37.6K Buy
+1,151
New +$37.9K 0.01% 311

Other funds holding DNOV

Commonwealth Equity Services
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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return