COMPASS FINANCIAL MANAGEMENT LLC’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio FMAY Stock Details FMAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$257K	Buy	+4,567	New	+$253K	0.03%	374

Other funds holding FMAY

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

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

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

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's FMAY Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in FT Vest US Equity Buffer ETF May (FMAY) in Q2 2026: 4,567 shares worth $257K. The stake represents 0.03% of the portfolio and ranks #374 among its holdings.

119 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 4,567 shares of FT Vest US Equity Buffer ETF May worth $257K as of Q2 2026.
FT Vest US Equity Buffer ETF May was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
FT Vest US Equity Buffer ETF May made up 0.03% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #374 holding.
119 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.