Concentrum Wealth Management’s FT Vest U.S. Equity Max Buffer ETF - May MAYM Stock Holding History

Concentrum Wealth Management’s Portfolio MAYM Stock Details MAYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-34,386	Closed	-$1.11M	–	130
2026 Q1	$1.11M	Sell	34,386 -14,531	-30%	-$470K	0.33%	38
2025 Q4	$1.58M	Sell	48,917 -45,809	-48%	-$1.46M	0.44%	33
2025 Q3	$3.01M	Sell	94,726 -19,939	-17%	-$629K	0.87%	22
2025 Q2	$3.59M	Buy	+114,665	New	+$3.56M	1.12%	17

Other funds holding MAYM

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

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

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

KAS

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Concentrum Wealth Management's MAYM Position: Q2 2026 in Review

Concentrum Wealth Management sold out of FT Vest U.S. Equity Max Buffer ETF - May (MAYM) in Q2 2026, closing a stake of 34,386 shares — an estimated $1.11M sold.

Concentrum Wealth Management first reported a position in MAYM in Q2 2025 and held it in 4 quarters. The position peaked at $3.59M in Q2 2025. 12 funds tracked by Wall St. Rank hold MAYM as of Q2 2026.

Concentrum Wealth Management reported no remaining FT Vest U.S. Equity Max Buffer ETF - May position as of Q2 2026 after selling out during the quarter.
Concentrum Wealth Management sold 34,386 FT Vest U.S. Equity Max Buffer ETF - May shares in Q2 2026, an estimated $1.11M.
Concentrum Wealth Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - May in Q2 2025 and held it in 4 quarters.
Concentrum Wealth Management's FT Vest U.S. Equity Max Buffer ETF - May position peaked at $3.59M in Q2 2025.
12 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - May as of Q2 2026.

Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.