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SOA Wealth Advisors’s FT Vest US Small Cap Moderate Buffer ETF November SNOV Stock Holding History

SOA Wealth Advisors’s Portfolio SNOV Stock Details SNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$199K Sell
7,328
-483
-6% -$12.7K 0.03% 207
2026
Q1 		$194K Sell
7,811
-5,781
-43% -$146K 0.04% 202
2025
Q4 		$336K Buy
13,592
+608
+5% +$15K 0.06% 156
2025
Q3 		$321K Hold
12,984
– – 0.06% 157
2025
Q2 		$300K Buy
12,984
+90
+0.7% +$2K 0.06% 163
2025
Q1 		$284K Buy
12,894
+8,324
+182% +$191K 0.06% 158
2024
Q4 		$106K Buy
4,570
+3,082
+207% +$71.9K 0.02% 245
2024
Q3 		$34K Hold
1,488
– – 0.01% 372
2024
Q2 		$32.5K Hold
1,488
– – 0.01% 366
2024
Q1 		$32.4K Buy
+1,488
New +$31.5K 0.01% 364

Other funds holding SNOV

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

SOA Wealth Advisors's SNOV Position: Q2 2026 in Review

SOA Wealth Advisors reduced its FT Vest US Small Cap Moderate Buffer ETF November (SNOV) stake by 6.2% in Q2 2026, selling an estimated $12.7K and leaving 7,328 shares worth $199K. The position accounts for 0.03% of the portfolio, ranked #207.

SOA Wealth Advisors first reported a position in SNOV in Q1 2024 and has held it in 10 quarters since. The position peaked at $336K in Q4 2025. 15 funds tracked by Wall St. Rank hold SNOV as of Q2 2026.

  • SOA Wealth Advisors held 7,328 shares of FT Vest US Small Cap Moderate Buffer ETF November worth $199K as of Q2 2026.
  • SOA Wealth Advisors sold 483 FT Vest US Small Cap Moderate Buffer ETF November shares in Q2 2026, an estimated $12.7K.
  • FT Vest US Small Cap Moderate Buffer ETF November made up 0.03% of SOA Wealth Advisors's portfolio in Q2 2026, its #207 holding.
  • SOA Wealth Advisors first reported a position in FT Vest US Small Cap Moderate Buffer ETF November in Q1 2024 and has held it in 10 quarters since.
  • SOA Wealth Advisors's FT Vest US Small Cap Moderate Buffer ETF November position peaked at $336K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF November as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.