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 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

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning's FMAY Position: Q1 2026 in Review

Creative Planning increased its FT Vest US Equity Buffer ETF May (FMAY) stake by 56% in Q1 2026, buying an estimated $126K and bringing the position to 6,522 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #3316.

Creative Planning first reported a position in FMAY in Q3 2025 and has held it in 3 quarters since. 129 funds tracked by Wall St. Rank hold FMAY as of Q1 2026.

Creative Planning held 6,522 shares of FT Vest US Equity Buffer ETF May worth $344K as of Q1 2026.
Creative Planning bought 2,350 FT Vest US Equity Buffer ETF May shares in Q1 2026, an estimated $126K.
FT Vest US Equity Buffer ETF May made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3316 holding.
Creative Planning first reported a position in FT Vest US Equity Buffer ETF May in Q3 2025 and has held it in 3 quarters since.
129 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.