Action Point Financial Planning’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Action Point Financial Planning’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	$812K	Buy	14,451 +8,451	+141%	+$468K	0.08%	189
2026 Q1	$317K	Buy	+6,000	New	+$321K	0.28%	46

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

Action Point Financial Planning's FMAY Position: Q2 2026 in Review

Action Point Financial Planning increased its FT Vest US Equity Buffer ETF May (FMAY) stake by 141% in Q2 2026, buying an estimated $468K and bringing the position to 14,451 shares worth $812K. The position accounts for 0.08% of the portfolio, ranked #189.

Action Point Financial Planning first reported a position in FMAY in Q1 2026 and has held it in 2 quarters since. 157 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

Action Point Financial Planning held 14,451 shares of FT Vest US Equity Buffer ETF May worth $812K as of Q2 2026.
Action Point Financial Planning bought 8,451 FT Vest US Equity Buffer ETF May shares in Q2 2026, an estimated $468K.
FT Vest US Equity Buffer ETF May made up 0.08% of Action Point Financial Planning's portfolio in Q2 2026, its #189 holding.
Action Point Financial Planning first reported a position in FT Vest US Equity Buffer ETF May in Q1 2026 and has held it in 2 quarters since.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.