Compass Financial Management’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Compass Financial Management’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

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

Compass Financial Management's FMAY Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
FT Vest US Equity Buffer ETF May made up 0.03% of Compass Financial Management's portfolio in Q2 2026, its #374 holding.
148 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.