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

Axxcess 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
2024 Q3	–	Sell	-5,522	Closed	-$212K	–	901
2024 Q2	$212K	Buy	+5,522	New	+$208K	0.01%	780
2023 Q4	–	Sell	-17,344	Closed	-$588K	–	864
2023 Q3	$588K	Buy	+17,344	New	+$596K	0.02%	433

Other funds holding DMAY

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return

TLA

Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Axxcess Wealth Management's DMAY Position: Q3 2024 in Review

Axxcess Wealth Management sold out of FT Vest US Equity Deep Buffer ETF May (DMAY) in Q3 2024, closing a stake of 5,522 shares — an estimated $212K sold.

Axxcess Wealth Management first reported a position in DMAY in Q3 2023 and held it in 2 quarters. The position peaked at $588K in Q3 2023. 75 funds tracked by Wall St. Rank hold DMAY as of Q3 2024.

Axxcess Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF May position as of Q3 2024 after selling out during the quarter.
Axxcess Wealth Management sold 5,522 FT Vest US Equity Deep Buffer ETF May shares in Q3 2024, an estimated $212K.
Axxcess Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF May in Q3 2023 and held it in 2 quarters.
Axxcess Wealth Management's FT Vest US Equity Deep Buffer ETF May position peaked at $588K in Q3 2023.
75 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF May as of Q3 2024.

Based on Axxcess Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.