WealthPLAN Partners’s FT Vest US Equity Moderate Buffer ETF November GNOV Stock Holding History

WealthPLAN Partners’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	-81,059	Closed	-$2.57M	–	328
2023 Q4	$2.57M	Buy	+81,059	New	+$2.53M	0.26%	99

Other funds holding GNOV

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Gries Financial Cleveland, Ohio $633M AUM 13.91% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return