SNOV β€” FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER

Ownership history in SOA Wealth Advisors, LLC.  Β·  8 quarters on record

AI Ownership Summary

SOA Wealth Advisors, LLC. reported FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER (SNOV) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.06% in 2025 Q1. The latest visible filing shows SNOV at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SNOV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SOA Wealth Advisors, LLC.'s position in FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SNOV was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SOA Wealth Advisors, LLC. held SNOV β€” position size vs. price
% of Fund (quarterly)    SNOV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 13,592 +608 +4.7% 0.06% $336K 2026-02-14 (Est.) $25.46
2025 Q3 UNCHANGED 12,984 β€” 0% 0.06% $321K 2025-10-21 $25.16
2025 Q2 ADDED 12,984 +90 +0.7% 0.06% $300K 2025-07-18 $23.50
2025 Q1 ADDED 12,894 +8,324 +182.1% 0.06% $284K 2025-04-14 $21.23
2024 Q4 ADDED 4,570 +3,082 +207.1% 0.02% $106K 2025-01-28 $23.49
2024 Q3 UNCHANGED 1,488 β€” 0% 0.01% $34K 2024-10-09 $22.92
2024 Q2 UNCHANGED 1,488 β€” 0% 0.01% $33K 2024-07-17 $22.53
2024 Q1 INITIATED 1,488 β€” β€” 0.01% $32K 2024-04-10 $21.39

FAQ About SOA Wealth Advisors, LLC. and SNOV

These are the practical questions this page is built to answer before you even open the full history table.

How long has SOA Wealth Advisors, LLC. reported owning SNOV?

SOA Wealth Advisors, LLC. reported SNOV across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported SNOV position in SOA Wealth Advisors, LLC.'s portfolio?

The largest reported portfolio weight for SNOV was 0.06% in 2025 Q1.

What is the latest reported SNOV position on this page?

The most recent filing on this page is 2025 Q4, when SOA Wealth Advisors, LLC. reported 13,592 shares, equal to 0.06% of portfolio, with an estimated market value of $336K.

What does the chart on this SNOV ownership page compare?

The chart compares SOA Wealth Advisors, LLC.'s quarterly SNOV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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