Blue Bell Private Wealth Management’s FT Vest Nasdaq-100 Moderate Buffer ETF - May QMMY Stock Holding History

Blue Bell Private Wealth Management’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
2026 Q2	$111K	Buy	+4,200	New	+$109K	0.01%	340

Other funds holding QMMY

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

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

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

PFG

Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Blue Bell Private Wealth Management's QMMY Position: Q2 2026 in Review

Blue Bell Private Wealth Management opened a new position in FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) in Q2 2026: 4,200 shares worth $111K. The stake represents 0.01% of the portfolio and ranks #340 among its holdings.

65 funds tracked by Wall St. Rank hold QMMY as of Q2 2026.

Blue Bell Private Wealth Management held 4,200 shares of FT Vest Nasdaq-100 Moderate Buffer ETF - May worth $111K as of Q2 2026.
FT Vest Nasdaq-100 Moderate Buffer ETF - May was a new Blue Bell Private Wealth Management position in Q2 2026.
FT Vest Nasdaq-100 Moderate Buffer ETF - May made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #340 holding.
65 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - May as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.