GWM
QMMY

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

Geneos 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
2026
Q1 		$18.6K Hold
750
– – ﹤0.01% 1798
2025
Q4 		$18.8K Hold
750
– – ﹤0.01% 1745
2025
Q3 		$18.4K Hold
750
– – ﹤0.01% 1749
2025
Q2 		$17.6K Sell
750
-750
-50% -$16.4K ﹤0.01% 2087
2025
Q1 		$31.2K Buy
1,500
+750
+100% +$16.2K ﹤0.01% 2136
2024
Q4 		$16.2K Buy
+750
New +$16K ﹤0.01% 1829

Other funds holding QMMY

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFW
Avantra Family Wealth Mechanicsburg, Pennsylvania $157M AUM 35.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geneos Wealth Management's QMMY Position: Q1 2026 in Review

Geneos Wealth Management held its FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) position steady in Q1 2026 at 750 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

Geneos Wealth Management first reported a position in QMMY in Q4 2024 and has held it in 6 quarters since. The position peaked at $31.2K in Q1 2025. 40 funds tracked by Wall St. Rank hold QMMY as of Q1 2026.

  • Geneos Wealth Management held 750 shares of FT Vest Nasdaq-100 Moderate Buffer ETF - May worth $18.6K as of Q1 2026.
  • Geneos Wealth Management left its FT Vest Nasdaq-100 Moderate Buffer ETF - May share count unchanged in Q1 2026.
  • FT Vest Nasdaq-100 Moderate Buffer ETF - May made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1798 holding.
  • Geneos Wealth Management first reported a position in FT Vest Nasdaq-100 Moderate Buffer ETF - May in Q4 2024 and has held it in 6 quarters since.
  • Geneos Wealth Management's FT Vest Nasdaq-100 Moderate Buffer ETF - May position peaked at $31.2K in Q1 2025.
  • 40 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - May as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.