Capital Analysts LLC’s FT Vest Nasdaq-100 Moderate Buffer ETF - May QMMY Stock Holding History

Capital Analysts LLC’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	$807K	Hold	30,464	–	–	0.02%	406
2026 Q1	$757K	Sell	30,464 -1,564	-5%	-$39.2K	0.02%	378
2025 Q4	$802K	Sell	32,028 -415	-1%	-$10.3K	0.02%	347
2025 Q3	$794K	Buy	32,443 +1,851	+6%	+$44.4K	0.02%	342
2025 Q2	$719K	Buy	30,592 +987	+3%	+$21.6K	0.02%	328
2025 Q1	$616K	Buy	29,605 +5,594	+23%	+$121K	0.02%	332
2024 Q4	$519K	Hold	24,011	–	–	0.02%	326
2024 Q3	$502K	Buy	24,011 +983	+4%	+$20.1K	0.02%	325
2024 Q2	$472K	Buy	+23,028	New	+$466K	0.02%	338

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

Capital Analysts LLC's QMMY Position: Q2 2026 in Review

Capital Analysts LLC held its FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) position steady in Q2 2026 at 30,464 shares worth $807K. The position accounts for 0.02% of the portfolio, ranked #406.

Capital Analysts LLC first reported a position in QMMY in Q2 2024 and has held it in 9 quarters since. 65 funds tracked by Wall St. Rank hold QMMY as of Q2 2026.

Capital Analysts LLC held 30,464 shares of FT Vest Nasdaq-100 Moderate Buffer ETF - May worth $807K as of Q2 2026.
Capital Analysts LLC left its FT Vest Nasdaq-100 Moderate Buffer ETF - May share count unchanged in Q2 2026.
FT Vest Nasdaq-100 Moderate Buffer ETF - May made up 0.02% of Capital Analysts LLC's portfolio in Q2 2026, its #406 holding.
Capital Analysts LLC first reported a position in FT Vest Nasdaq-100 Moderate Buffer ETF - May in Q2 2024 and has held it in 9 quarters since.
65 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - May as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.