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 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

FWA

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Grantvest Financial Group's FMAY Position: Q1 2026 in Review

Grantvest Financial Group reduced its FT Vest US Equity Buffer ETF May (FMAY) stake by 1.3% in Q1 2026, selling an estimated $18.4K and leaving 25,267 shares worth $1.33M. The position accounts for 0.86% of the portfolio, ranked #21.

Grantvest Financial Group first reported a position in FMAY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.39M in Q3 2025. 130 funds tracked by Wall St. Rank hold FMAY as of Q1 2026.

Grantvest Financial Group held 25,267 shares of FT Vest US Equity Buffer ETF May worth $1.33M as of Q1 2026.
Grantvest Financial Group sold 343 FT Vest US Equity Buffer ETF May shares in Q1 2026, an estimated $18.4K.
FT Vest US Equity Buffer ETF May made up 0.86% of Grantvest Financial Group's portfolio in Q1 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 6 quarters since.
Grantvest Financial Group's FT Vest US Equity Buffer ETF May position peaked at $1.39M in Q3 2025.
130 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.