Creative Planning’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Creative Planning’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	$367K	Hold	6,522	–	–	﹤0.01%	3421
2026 Q1	$344K	Buy	6,522 +2,350	+56%	+$126K	﹤0.01%	3316
2025 Q4	$223K	Hold	4,172	–	–	﹤0.01%	3467
2025 Q3	$218K	Buy	+4,172	New	+$213K	﹤0.01%	3397

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

Creative Planning's FMAY Position: Q2 2026 in Review

Creative Planning held its FT Vest US Equity Buffer ETF May (FMAY) position steady in Q2 2026 at 6,522 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #3421.

Creative Planning first reported a position in FMAY in Q3 2025 and has held it in 4 quarters since. 157 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

Creative Planning held 6,522 shares of FT Vest US Equity Buffer ETF May worth $367K as of Q2 2026.
Creative Planning left its FT Vest US Equity Buffer ETF May share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF May made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3421 holding.
Creative Planning first reported a position in FT Vest US Equity Buffer ETF May in Q3 2025 and has held it in 4 quarters since.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.