Turtle Creek Wealth Advisors’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

Turtle Creek Wealth Advisors’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 Q2	–	Sell	-2,238	Closed	-$100K	–	204
2024 Q1	$100K	Hold	2,238	–	–	0.02%	158
2023 Q4	$95.1K	Buy	+2,238	New	+$90.2K	0.03%	205

Other funds holding FNOV

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Turtle Creek Wealth Advisors's FNOV Position: Q2 2024 in Review

Turtle Creek Wealth Advisors sold out of FT Vest US Equity Buffer ETF November (FNOV) in Q2 2024, closing a stake of 2,238 shares — an estimated $100K sold.

Turtle Creek Wealth Advisors first reported a position in FNOV in Q4 2023 and held it in 2 quarters. The position peaked at $100K in Q1 2024. 112 funds tracked by Wall St. Rank hold FNOV as of Q2 2024.

Turtle Creek Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF November position as of Q2 2024 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 2,238 FT Vest US Equity Buffer ETF November shares in Q2 2024, an estimated $100K.
Turtle Creek Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF November in Q4 2023 and held it in 2 quarters.
Turtle Creek Wealth Advisors's FT Vest US Equity Buffer ETF November position peaked at $100K in Q1 2024.
112 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q2 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.