Clear Creek Financial Management’s FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May XMAY Stock Holding History

Clear Creek Financial Management’s Portfolio XMAY Stock Details XMAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-18,826	Closed	-$658K	–	684
2026 Q1	$658K	Sell	18,826 -33,854	-64%	-$1.19M	0.05%	331
2025 Q4	$1.84M	Sell	52,680 -276	-0.5%	-$9.52K	0.15%	145
2025 Q3	$1.81M	Sell	52,956 -291	-0.5%	-$9.83K	0.16%	135
2025 Q2	$1.77M	Buy	+53,247	New	+$1.71M	0.17%	135

Other funds holding XMAY

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

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

Clear Creek Financial Management sold out of FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May (XMAY) in Q2 2026, closing a stake of 18,826 shares — an estimated $658K sold.

Clear Creek Financial Management first reported a position in XMAY in Q2 2025 and held it in 4 quarters. The position peaked at $1.84M in Q4 2025. 20 funds tracked by Wall St. Rank hold XMAY as of Q2 2026.

Clear Creek Financial Management reported no remaining FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May position as of Q2 2026 after selling out during the quarter.
Clear Creek Financial Management sold 18,826 FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May shares in Q2 2026, an estimated $658K.
Clear Creek Financial Management first reported a position in FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May in Q2 2025 and held it in 4 quarters.
Clear Creek Financial Management's FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May position peaked at $1.84M in Q4 2025.
20 funds tracked by Wall St. Rank held FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May as of Q2 2026.

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