STAR Financial Bank’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

STAR Financial Bank’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
2024 Q4	–	Sell	-10,131	Closed	-$478K	–	117
2024 Q3	$478K	Sell	10,131 -6,500	-39%	-$302K	0.32%	65
2024 Q2	$766K	Sell	16,631 -2,483	-13%	-$112K	0.59%	47
2024 Q1	$855K	Buy	19,114 +1,248	+7%	+$54.4K	0.73%	35
2023 Q4	$760K	Buy	17,866 +1,580	+10%	+$63.7K	0.69%	37
2023 Q3	$633K	Sell	16,286 -166	-1%	-$6.7K	0.65%	38
2023 Q2	$662K	Buy	16,452 +3,010	+22%	+$115K	0.62%	40
2023 Q1	$505K	Buy	13,442 +7,292	+119%	+$268K	0.49%	50
2022 Q4	$218K	Buy	+6,150	New	+$217K	0.22%	87

Other funds holding FNOV

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

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

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

Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return

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

McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

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

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

STAR Financial Bank's FNOV Position: Q4 2024 in Review

STAR Financial Bank sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q4 2024, closing a stake of 10,131 shares — an estimated $478K sold.

STAR Financial Bank first reported a position in FNOV in Q4 2022 and held it in 8 quarters. The position peaked at $855K in Q1 2024. 152 funds tracked by Wall St. Rank hold FNOV as of Q4 2024.

STAR Financial Bank reported no remaining FT Vest US Equity Buffer ETF November position as of Q4 2024 after selling out during the quarter.
STAR Financial Bank sold 10,131 FT Vest US Equity Buffer ETF November shares in Q4 2024, an estimated $478K.
STAR Financial Bank first reported a position in FT Vest US Equity Buffer ETF November in Q4 2022 and held it in 8 quarters.
STAR Financial Bank's FT Vest US Equity Buffer ETF November position peaked at $855K in Q1 2024.
152 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q4 2024.

Based on STAR Financial Bank's 13F filing for Q4 2024, filed 14 Feb 2025.