CWS
QMMY

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
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

PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AFW
Avantra Family Wealth Mechanicsburg, Pennsylvania $157M AUM 35.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Cypress Wealth Services's QMMY Position: Q2 2026 in Review

Cypress Wealth Services opened a new position in FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) in Q2 2026: 9,501 shares worth $252K. The stake represents 0.03% of the portfolio and ranks #371 among its holdings. This is a return to the name: Cypress Wealth Services previously reported a position in QMMY as recently as Q4 2024.

Cypress Wealth Services first reported a position in QMMY in Q3 2024 and has held it in 3 quarters since. The position peaked at $373K in Q4 2024. 24 funds tracked by Wall St. Rank hold QMMY as of Q2 2026.

  • Cypress Wealth Services held 9,501 shares of FT Vest Nasdaq-100 Moderate Buffer ETF - May worth $252K as of Q2 2026.
  • FT Vest Nasdaq-100 Moderate Buffer ETF - May was a new Cypress Wealth Services position in Q2 2026.
  • FT Vest Nasdaq-100 Moderate Buffer ETF - May made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #371 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 3 quarters since.
  • Cypress Wealth Services's FT Vest Nasdaq-100 Moderate Buffer ETF - May position peaked at $373K in Q4 2024.
  • 24 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - May as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.