Cypress Wealth Services
QMMY icon

Cypress Wealth Services’s FT Vest Nasdaq-100 Moderate Buffer ETF - May QMMY Stock Holding History

Cypress Wealth Services’s Portfolio QMMY Stock Details QMMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$260K Hold
9,501
– – 0.03% 362
2026
Q2 		$252K Buy
+9,501
New +$247K 0.03% 371
2025
Q1 		– Sell
-17,273
Closed -$373K – 294
2024
Q4 		$373K Hold
17,273
– – 0.08% 180
2024
Q3 		$361K Buy
+17,273
New +$354K 0.07% 191

Other funds holding QMMY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Prosperity Financial Group
Prosperity Financial Group San Ramon, California $341M AUM 26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Cypress Wealth Services's QMMY Position: Q3 2026 in Review

Cypress Wealth Services held its FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) position steady in Q3 2026 at 9,501 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #362.

Cypress Wealth Services first reported a position in QMMY in Q3 2024 and has held it in 4 quarters since. The position peaked at $373K in Q4 2024. 68 funds tracked by Wall St. Rank hold QMMY as of Q3 2026.

  • Cypress Wealth Services held 9,501 shares of FT Vest Nasdaq-100 Moderate Buffer ETF - May worth $260K as of Q3 2026.
  • Cypress Wealth Services left its FT Vest Nasdaq-100 Moderate Buffer ETF - May share count unchanged in Q3 2026.
  • FT Vest Nasdaq-100 Moderate Buffer ETF - May made up 0.03% of Cypress Wealth Services's portfolio in Q3 2026, its #362 holding.
  • Cypress Wealth Services first reported a position in FT Vest Nasdaq-100 Moderate Buffer ETF - May in Q3 2024 and has held it in 4 quarters since.
  • Cypress Wealth Services's FT Vest Nasdaq-100 Moderate Buffer ETF - May position peaked at $373K in Q4 2024.
  • 68 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - May as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.