Grantvest Financial Group’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Grantvest Financial Group’s Portfolio FMAY Stock Details FMAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.58M	Buy	28,112 +2,845	+11%	+$158K	0.92%	21
2026 Q1	$1.33M	Sell	25,267 -343	-1%	-$18.4K	0.86%	21
2025 Q4	$1.37M	Sell	25,610 -901	-3%	-$47.4K	0.88%	23
2025 Q3	$1.39M	Sell	26,511 -1	-0%	-$51	0.96%	25
2025 Q2	$1.33M	Buy	26,512 +4,417	+20%	+$208K	0.98%	20
2025 Q1	$1.02M	Sell	22,095 -350	-2%	-$16.7K	0.83%	29
2024 Q4	$1.06M	Buy	+22,445	New	+$1.06M	1.19%	25

Other funds holding FMAY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Grantvest Financial Group's FMAY Position: Q2 2026 in Review

Grantvest Financial Group increased its FT Vest US Equity Buffer ETF May (FMAY) stake by 11% in Q2 2026, buying an estimated $158K and bringing the position to 28,112 shares worth $1.58M. The position accounts for 0.92% of the portfolio, ranked #21.

Grantvest Financial Group first reported a position in FMAY in Q4 2024 and has held it in 7 quarters since. 158 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

Grantvest Financial Group held 28,112 shares of FT Vest US Equity Buffer ETF May worth $1.58M as of Q2 2026.
Grantvest Financial Group bought 2,845 FT Vest US Equity Buffer ETF May shares in Q2 2026, an estimated $158K.
FT Vest US Equity Buffer ETF May made up 0.92% of Grantvest Financial Group's portfolio in Q2 2026, its #21 holding.
Grantvest Financial Group first reported a position in FT Vest US Equity Buffer ETF May in Q4 2024 and has held it in 7 quarters since.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.