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 $1.56B 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 $110B AUM 26.29% 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 $793M AUM 21.06% 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 Partners's NOVM Position: Q2 2025 in Review

WealthPLAN Partners sold out of FT Vest U.S. Equity Max Buffer ETF - November (NOVM) in Q2 2025, closing a stake of 22,719 shares — an estimated $692K sold.

WealthPLAN Partners first reported a position in NOVM in Q4 2024 and held it in 2 quarters. The position peaked at $708K in Q4 2024. 25 funds tracked by Wall St. Rank hold NOVM as of Q2 2025.

  • WealthPLAN Partners reported no remaining FT Vest U.S. Equity Max Buffer ETF - November position as of Q2 2025 after selling out during the quarter.
  • WealthPLAN Partners sold 22,719 FT Vest U.S. Equity Max Buffer ETF - November shares in Q2 2025, an estimated $692K.
  • WealthPLAN Partners first reported a position in FT Vest U.S. Equity Max Buffer ETF - November in Q4 2024 and held it in 2 quarters.
  • WealthPLAN Partners's FT Vest U.S. Equity Max Buffer ETF - November position peaked at $708K 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 Partners's 13F filing for Q2 2025, filed 28 Jul 2025.