Stonebridge Financial Planning Group’s FT Vest US Equity Enhance & Moderate Buffer ETF November XNOV Stock Holding History

Stonebridge Financial Planning Group’s Portfolio XNOV Stock Details XNOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-8,300	Closed	-$269K	–	158
2024 Q1	$269K	Buy	8,300 +1,500	+22%	+$47.9K	0.14%	135
2023 Q4	$214K	Buy	+6,800	New	+$211K	0.12%	142

Other funds holding XNOV

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

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

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

Stonebridge Financial Planning Group's XNOV Position: Q2 2024 in Review

Stonebridge Financial Planning Group sold out of FT Vest US Equity Enhance & Moderate Buffer ETF November (XNOV) in Q2 2024, closing a stake of 8,300 shares — an estimated $269K sold.

Stonebridge Financial Planning Group first reported a position in XNOV in Q4 2023 and held it in 2 quarters. The position peaked at $269K in Q1 2024. 25 funds tracked by Wall St. Rank hold XNOV as of Q2 2024.

Stonebridge Financial Planning Group reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF November position as of Q2 2024 after selling out during the quarter.
Stonebridge Financial Planning Group sold 8,300 FT Vest US Equity Enhance & Moderate Buffer ETF November shares in Q2 2024, an estimated $269K.
Stonebridge Financial Planning Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF November in Q4 2023 and held it in 2 quarters.
Stonebridge Financial Planning Group's FT Vest US Equity Enhance & Moderate Buffer ETF November position peaked at $269K in Q1 2024.
25 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF November as of Q2 2024.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2024, filed 8 Aug 2024.