FWM
QMMY

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

Foguth Wealth Management’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
2024
Q4 		– Sell
-12,422
Closed -$261K – 157
2024
Q3 		$261K Buy
+12,422
New +$255K 0.09% 109

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SP
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LA
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
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BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Foguth Wealth Management's QMMY Position: Q4 2024 in Review

Foguth Wealth Management sold out of FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) in Q4 2024, closing a stake of 12,422 shares — an estimated $261K sold.

Foguth Wealth Management first reported a position in QMMY in Q3 2024 and held it in 1 quarter. The position peaked at $261K in Q3 2024. 37 funds tracked by Wall St. Rank hold QMMY as of Q4 2024.

  • Foguth Wealth Management reported no remaining FT Vest Nasdaq-100 Moderate Buffer ETF - May position as of Q4 2024 after selling out during the quarter.
  • Foguth Wealth Management sold 12,422 FT Vest Nasdaq-100 Moderate Buffer ETF - May shares in Q4 2024, an estimated $261K.
  • Foguth Wealth Management first reported a position in FT Vest Nasdaq-100 Moderate Buffer ETF - May in Q3 2024 and held it in 1 quarter.
  • Foguth Wealth Management's FT Vest Nasdaq-100 Moderate Buffer ETF - May position peaked at $261K in Q3 2024.
  • 37 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - May as of Q4 2024.

Based on Foguth Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.