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

Waverly Advisors’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
2026 Q2	$638K	Hold	18,910	–	–	﹤0.01%	1061
2026 Q1	$619K	Hold	18,910	–	–	﹤0.01%	984
2025 Q4	$622K	Buy	+18,910	New	+$615K	0.01%	920

Other funds holding NOVM

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Waverly Advisors's NOVM Position: Q2 2026 in Review

Waverly Advisors held its FT Vest U.S. Equity Max Buffer ETF - November (NOVM) position steady in Q2 2026 at 18,910 shares worth $638K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Waverly Advisors first reported a position in NOVM in Q4 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold NOVM as of Q2 2026.

Waverly Advisors held 18,910 shares of FT Vest U.S. Equity Max Buffer ETF - November worth $638K as of Q2 2026.
Waverly Advisors left its FT Vest U.S. Equity Max Buffer ETF - November share count unchanged in Q2 2026.
FT Vest U.S. Equity Max Buffer ETF - November made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1061 holding.
Waverly Advisors first reported a position in FT Vest U.S. Equity Max Buffer ETF - November in Q4 2025 and has held it in 3 quarters since.
31 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - November as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.