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Apollon Wealth Management’s FT Vest US Equity Deep Buffer ETF May DMAY Stock Holding History

Apollon Wealth Management’s Portfolio DMAY Stock Details DMAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,550
Closed -$293K – 921
2023
Q2 		$293K Hold
8,550
– – 0.01% 748
2023
Q1 		$279K Hold
8,550
– – 0.02% 697
2022
Q4 		$268K Hold
8,550
– – 0.02% 695
2022
Q3 		$257K Sell
8,550
-4,250
-33% -$134K 0.02% 650
2022
Q2 		$395K Buy
12,800
+5,250
+70% +$171K 0.03% 487
2022
Q1 		$262K Sell
7,550
-1,900
-20% -$65.1K 0.02% 620
2021
Q4 		$328K Buy
+9,450
New +$325K 0.02% 561

Other funds holding DMAY

LIA
Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Apollon Wealth Management's DMAY Position: Q3 2023 in Review

Apollon Wealth Management sold out of FT Vest US Equity Deep Buffer ETF May (DMAY) in Q3 2023, closing a stake of 8,550 shares — an estimated $293K sold.

Apollon Wealth Management first reported a position in DMAY in Q4 2021 and held it in 7 quarters. The position peaked at $395K in Q2 2022. 57 funds tracked by Wall St. Rank hold DMAY as of Q3 2023.

  • Apollon Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF May position as of Q3 2023 after selling out during the quarter.
  • Apollon Wealth Management sold 8,550 FT Vest US Equity Deep Buffer ETF May shares in Q3 2023, an estimated $293K.
  • Apollon Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF May in Q4 2021 and held it in 7 quarters.
  • Apollon Wealth Management's FT Vest US Equity Deep Buffer ETF May position peaked at $395K in Q2 2022.
  • 57 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF May as of Q3 2023.

Based on Apollon Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.