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WealthPlan Investment Management’s FT Vest US Equity Moderate Buffer ETF November GNOV Stock Holding History

WealthPlan Investment Management’s Portfolio GNOV Stock Details GNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-70,407
Closed -$2.23M – 189
2023
Q4 		$2.23M Buy
+70,407
New +$2.2M 0.36% 70

Other funds holding GNOV

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GF
Gries Financial Cleveland, Ohio $633M AUM 13.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $194M AUM

WealthPlan Investment Management's GNOV Position: Q1 2024 in Review

WealthPlan Investment Management sold out of FT Vest US Equity Moderate Buffer ETF November (GNOV) in Q1 2024, closing a stake of 70,407 shares — an estimated $2.23M sold.

WealthPlan Investment Management first reported a position in GNOV in Q4 2023 and held it in 1 quarter. The position peaked at $2.23M in Q4 2023. 57 funds tracked by Wall St. Rank hold GNOV as of Q1 2024.

  • WealthPlan Investment Management reported no remaining FT Vest US Equity Moderate Buffer ETF November position as of Q1 2024 after selling out during the quarter.
  • WealthPlan Investment Management sold 70,407 FT Vest US Equity Moderate Buffer ETF November shares in Q1 2024, an estimated $2.23M.
  • WealthPlan Investment Management first reported a position in FT Vest US Equity Moderate Buffer ETF November in Q4 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's FT Vest US Equity Moderate Buffer ETF November position peaked at $2.23M in Q4 2023.
  • 57 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF November as of Q1 2024.

Based on WealthPlan Investment Management's 13F filing for Q1 2024, filed 16 May 2024.