WIM
NOVM

WealthPlan Investment Management’s FT Vest U.S. Equity Max Buffer ETF - November NOVM Stock Holding History

WealthPlan Investment Management’s Portfolio NOVM Stock Details NOVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14,239
Closed -$433K – 354
2025
Q1 		$433K Sell
14,239
-4,220
-23% -$128K 0.04% 185
2024
Q4 		$564K Buy
+18,459
New +$564K 0.06% 158