Clear Creek Financial Management’s FT Vest Nasdaq-100 Moderate Buffer ETF - May QMMY Stock Holding History

Clear Creek Financial 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	–	Sell	-36,371	Closed	-$903K	–	683
2026 Q1	$903K	Sell	36,371 -75,430	-67%	-$1.89M	0.07%	270
2025 Q4	$2.8M	Sell	111,801 -1,277	-1%	-$31.5K	0.23%	101
2025 Q3	$2.77M	Sell	113,078 -790	-0.7%	-$18.9K	0.24%	98
2025 Q2	$2.67M	Buy	+113,868	New	+$2.49M	0.25%	89

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

Clear Creek Financial Management's QMMY Position: Q2 2026 in Review

Clear Creek Financial Management sold out of FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) in Q2 2026, closing a stake of 36,371 shares — an estimated $903K sold.

Clear Creek Financial Management first reported a position in QMMY in Q2 2025 and held it in 4 quarters. The position peaked at $2.8M in Q4 2025. 64 funds tracked by Wall St. Rank hold QMMY as of Q2 2026.

Clear Creek Financial Management reported no remaining FT Vest Nasdaq-100 Moderate Buffer ETF - May position as of Q2 2026 after selling out during the quarter.
Clear Creek Financial Management sold 36,371 FT Vest Nasdaq-100 Moderate Buffer ETF - May shares in Q2 2026, an estimated $903K.
Clear Creek Financial Management first reported a position in FT Vest Nasdaq-100 Moderate Buffer ETF - May in Q2 2025 and held it in 4 quarters.
Clear Creek Financial Management's FT Vest Nasdaq-100 Moderate Buffer ETF - May position peaked at $2.8M in Q4 2025.
64 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - May as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.