WP
NOVM

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

WealthPLAN Partners’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
-22,719
Closed -$692K – 265
2025
Q1 		$692K Sell
22,719
-436
-2% -$13.4K 0.1% 147
2024
Q4 		$708K Buy
+23,155
New +$710K 0.1% 141

Other funds holding NOVM

CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $4.98B AUM 22.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $457M AUM 23.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return