Clear Point Advisors’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Clear Point Advisors’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	–	Sell	-27,528	Closed	-$1.45M	–	105
2026 Q1	$1.45M	Sell	27,528 -1,869	-6%	-$100K	1.13%	21
2025 Q4	$1.57M	Sell	29,397 -6,298	-18%	-$332K	1.22%	17
2025 Q3	$1.86M	Sell	35,695 -513	-1%	-$26.2K	1.45%	15
2025 Q2	$1.81M	Hold	36,208	–	–	1.53%	16
2025 Q1	$1.67M	Sell	36,208 -9,167	-20%	-$437K	1.5%	15
2024 Q4	$2.15M	Sell	45,375 -9,287	-17%	-$439K	1.84%	14
2024 Q3	$2.54M	Buy	54,662 +9,161	+20%	+$414K	1.97%	11
2024 Q2	$2.03M	Buy	+45,501	New	+$1.99M	1.67%	12

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 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

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

Clear Point Advisors's FMAY Position: Q2 2026 in Review

Clear Point Advisors sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q2 2026, closing a stake of 27,528 shares — an estimated $1.45M sold.

Clear Point Advisors first reported a position in FMAY in Q2 2024 and held it in 8 quarters. The position peaked at $2.54M in Q3 2024. 157 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

Clear Point Advisors reported no remaining FT Vest US Equity Buffer ETF May position as of Q2 2026 after selling out during the quarter.
Clear Point Advisors sold 27,528 FT Vest US Equity Buffer ETF May shares in Q2 2026, an estimated $1.45M.
Clear Point Advisors first reported a position in FT Vest US Equity Buffer ETF May in Q2 2024 and held it in 8 quarters.
Clear Point Advisors's FT Vest US Equity Buffer ETF May position peaked at $2.54M in Q3 2024.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.