Accel Wealth Management’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Accel Wealth Management’s Portfolio FMAY Stock Details FMAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.24M	Sell	22,130 -485	-2%	-$26.9K	0.28%	84
2026 Q1	$1.19M	Sell	22,615 -200	-0.9%	-$10.7K	0.31%	82
2025 Q4	$1.22M	Hold	22,815	–	–	0.33%	75
2025 Q3	$1.19M	Sell	22,815 -4,150	-15%	-$212K	0.35%	75
2025 Q2	$1.35M	Sell	26,965 -100	-0.4%	-$4.71K	0.45%	60
2025 Q1	$1.25M	Sell	27,065 -625	-2%	-$29.8K	0.45%	62
2024 Q4	$1.31M	Hold	27,690	–	–	0.5%	56
2024 Q3	$1.29M	Sell	27,690 -800	-3%	-$36.2K	0.48%	57
2024 Q2	$1.27M	Buy	+28,490	New	+$1.24M	0.51%	52

Other funds holding FMAY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Accel Wealth Management's FMAY Position: Q2 2026 in Review

Accel Wealth Management reduced its FT Vest US Equity Buffer ETF May (FMAY) stake by 2.1% in Q2 2026, selling an estimated $26.9K and leaving 22,130 shares worth $1.24M. The position accounts for 0.28% of the portfolio, ranked #84.

Accel Wealth Management first reported a position in FMAY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.35M in Q2 2025. 158 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

Accel Wealth Management held 22,130 shares of FT Vest US Equity Buffer ETF May worth $1.24M as of Q2 2026.
Accel Wealth Management sold 485 FT Vest US Equity Buffer ETF May shares in Q2 2026, an estimated $26.9K.
FT Vest US Equity Buffer ETF May made up 0.28% of Accel Wealth Management's portfolio in Q2 2026, its #84 holding.
Accel Wealth Management first reported a position in FT Vest US Equity Buffer ETF May in Q2 2024 and has held it in 9 quarters since.
Accel Wealth Management's FT Vest US Equity Buffer ETF May position peaked at $1.35M in Q2 2025.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.