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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14,239
Closed -$433K – 354
2025
Q1 		$433K Sell
14,239
-4,220
-23% -$130K 0.04% 185
2024
Q4 		$564K Buy
+18,459
New +$566K 0.06% 158

Other funds holding NOVM

CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BTWM
Brass Tax Wealth Management Cincinnati, Ohio $602M AUM 12.59% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WealthPlan Investment Management's NOVM Position: Q2 2025 in Review

WealthPlan Investment Management sold out of FT Vest U.S. Equity Max Buffer ETF - November (NOVM) in Q2 2025, closing a stake of 14,239 shares — an estimated $433K sold.

WealthPlan Investment Management first reported a position in NOVM in Q4 2024 and held it in 2 quarters. The position peaked at $564K in Q4 2024. 25 funds tracked by Wall St. Rank hold NOVM as of Q2 2025.

  • WealthPlan Investment Management reported no remaining FT Vest U.S. Equity Max Buffer ETF - November position as of Q2 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 14,239 FT Vest U.S. Equity Max Buffer ETF - November shares in Q2 2025, an estimated $433K.
  • WealthPlan Investment Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - November in Q4 2024 and held it in 2 quarters.
  • WealthPlan Investment Management's FT Vest U.S. Equity Max Buffer ETF - November position peaked at $564K in Q4 2024.
  • 25 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - November as of Q2 2025.

Based on WealthPlan Investment Management's 13F filing for Q2 2025, filed 28 Jul 2025.