Vertex Planning Partners’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History

Vertex Planning Partners’s Portfolio DNOV Stock Details DNOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$240K	Buy	+4,676	New	+$236K	0.04%	149
2023 Q4	–	Sell	-6,247	Closed	-$222K	–	156
2023 Q3	$222K	Hold	6,247	–	–	0.08%	127
2023 Q2	$227K	Sell	6,247 -523	-8%	-$18.2K	0.08%	124
2023 Q1	$232K	Sell	6,770 -6,820	-50%	-$229K	0.09%	110
2022 Q4	$444K	Buy	+13,590	New	+$448K	0.17%	74

Other funds holding DNOV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

Vertex Planning Partners's DNOV Position: Q2 2026 in Review

Vertex Planning Partners opened a new position in FT Vest US Equity Deep Buffer ETF November (DNOV) in Q2 2026: 4,676 shares worth $240K. The stake represents 0.04% of the portfolio and ranks #149 among its holdings. This is a return to the name: Vertex Planning Partners previously reported a position in DNOV as recently as Q3 2023.

Vertex Planning Partners first reported a position in DNOV in Q4 2022 and has held it in 5 quarters since. The position peaked at $444K in Q4 2022. 121 funds tracked by Wall St. Rank hold DNOV as of Q2 2026.

Vertex Planning Partners held 4,676 shares of FT Vest US Equity Deep Buffer ETF November worth $240K as of Q2 2026.
FT Vest US Equity Deep Buffer ETF November was a new Vertex Planning Partners position in Q2 2026.
FT Vest US Equity Deep Buffer ETF November made up 0.04% of Vertex Planning Partners's portfolio in Q2 2026, its #149 holding.
Vertex Planning Partners first reported a position in FT Vest US Equity Deep Buffer ETF November in Q4 2022 and has held it in 5 quarters since.
Vertex Planning Partners's FT Vest US Equity Deep Buffer ETF November position peaked at $444K in Q4 2022.
121 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF November as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.