United Capital Financial Advisors
FNOV icon

United Capital Financial Advisors’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History

United Capital Financial 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
2026
Q2 		$236K Sell
4,043
-520
-11% -$29.7K ﹤0.01% 1476
2026
Q1 		$244K Buy
+4,563
New +$250K ﹤0.01% 1463

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AssetMark Inc
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Osaic Holdings
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Raymond James Financial
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RFG
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MML Investors Services
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MW
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United Capital Financial Advisors's FNOV Position: Q2 2026 in Review

United Capital Financial Advisors reduced its FT Vest US Equity Buffer ETF November (FNOV) stake by 11% in Q2 2026, selling an estimated $29.7K and leaving 4,043 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

United Capital Financial Advisors first reported a position in FNOV in Q1 2026 and has held it in 2 quarters since. The position peaked at $244K in Q1 2026. 155 funds tracked by Wall St. Rank hold FNOV as of Q2 2026.

  • United Capital Financial Advisors held 4,043 shares of FT Vest US Equity Buffer ETF November worth $236K as of Q2 2026.
  • United Capital Financial Advisors sold 520 FT Vest US Equity Buffer ETF November shares in Q2 2026, an estimated $29.7K.
  • FT Vest US Equity Buffer ETF November made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1476 holding.
  • United Capital Financial Advisors first reported a position in FT Vest US Equity Buffer ETF November in Q1 2026 and has held it in 2 quarters since.
  • United Capital Financial Advisors's FT Vest US Equity Buffer ETF November position peaked at $244K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF November as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.