UBS Group
NOVM

UBS Group’s FT Vest U.S. Equity Max Buffer ETF - November NOVM Stock Holding History

UBS Group’s Portfolio NOVM Stock Details NOVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-100
Closed -$3.04K – 11063
2025
Q1 		$3.04K Hold
100
– – ﹤0.01% 9254
2024
Q4 		$3.06K Buy
+100
New +$3.06K ﹤0.01% 8947

Other funds holding NOVM

CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BTWM
Brass Tax Wealth Management Cincinnati, Ohio $602M AUM 12.59% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group's NOVM Position: Q2 2025 in Review

UBS Group sold out of FT Vest U.S. Equity Max Buffer ETF - November (NOVM) in Q2 2025, closing a stake of 100 shares — an estimated $3.04K sold.

UBS Group first reported a position in NOVM in Q4 2024 and held it in 2 quarters. The position peaked at $3.06K in Q4 2024. 25 funds tracked by Wall St. Rank hold NOVM as of Q2 2025.

  • UBS Group reported no remaining FT Vest U.S. Equity Max Buffer ETF - November position as of Q2 2025 after selling out during the quarter.
  • UBS Group sold 100 FT Vest U.S. Equity Max Buffer ETF - November shares in Q2 2025, an estimated $3.04K.
  • UBS Group first reported a position in FT Vest U.S. Equity Max Buffer ETF - November in Q4 2024 and held it in 2 quarters.
  • UBS Group's FT Vest U.S. Equity Max Buffer ETF - November position peaked at $3.06K in Q4 2024.
  • 25 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - November as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.