AWS
QMMY

Atria Wealth Solutions’s FT Vest Nasdaq-100 Moderate Buffer ETF - May QMMY Stock Holding History

Atria Wealth Solutions’s Portfolio QMMY Stock Details QMMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$344K Buy
14,663
+1,000
+7% +$21.9K 0.01% 1087
2025
Q1 		$284K Hold
13,663
– – ﹤0.01% 1497
2024
Q4 		$295K Buy
13,663
+1,500
+12% +$32K ﹤0.01% 1554
2024
Q3 		$254K Buy
+12,163
New +$249K ﹤0.01% 1614

Other funds holding QMMY

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AFW
Avantra Family Wealth Mechanicsburg, Pennsylvania $157M AUM 35.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Wealth Solutions's QMMY Position: Q2 2025 in Review

Atria Wealth Solutions increased its FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) stake by 7.3% in Q2 2025, buying an estimated $21.9K and bringing the position to 14,663 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #1087.

Atria Wealth Solutions first reported a position in QMMY in Q3 2024 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold QMMY as of Q2 2025.

  • Atria Wealth Solutions held 14,663 shares of FT Vest Nasdaq-100 Moderate Buffer ETF - May worth $344K as of Q2 2025.
  • Atria Wealth Solutions bought 1,000 FT Vest Nasdaq-100 Moderate Buffer ETF - May shares in Q2 2025, an estimated $21.9K.
  • FT Vest Nasdaq-100 Moderate Buffer ETF - May made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1087 holding.
  • Atria Wealth Solutions first reported a position in FT Vest Nasdaq-100 Moderate Buffer ETF - May in Q3 2024 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - May as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.