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

EverSource Wealth Advisors’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	$98.7K	Sell	3,000 -7,000	-70%	-$230K	﹤0.01%	1391
2026 Q1	$323K	Hold	10,000	–	–	0.01%	811
2025 Q4	$322K	Sell	10,000 -8,000	-44%	-$256K	0.01%	723
2025 Q3	$572K	Sell	18,000 -3,000	-14%	-$94.6K	0.02%	454
2025 Q2	$657K	Buy	+21,000	New	+$651K	0.03%	375

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

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

Integrity Financial Cheyenne, Wyoming $209M AUM 21.37% 1-Year Est. Return

EverSource Wealth Advisors's MAYM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its FT Vest U.S. Equity Max Buffer ETF - May (MAYM) stake by 70% in Q2 2026, selling an estimated $230K and leaving 3,000 shares worth $98.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

EverSource Wealth Advisors first reported a position in MAYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $657K in Q2 2025. 12 funds tracked by Wall St. Rank hold MAYM as of Q2 2026.

EverSource Wealth Advisors held 3,000 shares of FT Vest U.S. Equity Max Buffer ETF - May worth $98.7K as of Q2 2026.
EverSource Wealth Advisors sold 7,000 FT Vest U.S. Equity Max Buffer ETF - May shares in Q2 2026, an estimated $230K.
FT Vest U.S. Equity Max Buffer ETF - May made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1391 holding.
EverSource Wealth Advisors first reported a position in FT Vest U.S. Equity Max Buffer ETF - May in Q2 2025 and has held it in 5 quarters since.
EverSource Wealth Advisors's FT Vest U.S. Equity Max Buffer ETF - May position peaked at $657K 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 EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.