Grantvest Financial Group’s FT Vest Nasdaq-100 Moderate Buffer ETF - May QMMY Stock Holding History

Grantvest Financial Group’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 Q2	$559K	Buy	21,107 +2,880	+16%	+$74.9K	0.32%	76
2026 Q1	$453K	Hold	18,227	–	–	0.29%	83
2025 Q4	$456K	Sell	18,227 -1,000	-5%	-$24.7K	0.29%	84
2025 Q3	$471K	Sell	19,227 -5,904	-23%	-$142K	0.33%	74
2025 Q2	$590K	Buy	25,131 +4,930	+24%	+$108K	0.44%	56
2025 Q1	$420K	Sell	20,201 -945	-4%	-$20.5K	0.34%	72
2024 Q4	$457K	Buy	+21,146	New	+$452K	0.51%	57

Other funds holding QMMY

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

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

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

PFG

Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Grantvest Financial Group increased its FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) stake by 16% in Q2 2026, buying an estimated $74.9K and bringing the position to 21,107 shares worth $559K. The position accounts for 0.32% of the portfolio, ranked #76.

Grantvest Financial Group first reported a position in QMMY in Q4 2024 and has held it in 7 quarters since. The position peaked at $590K in Q2 2025. 65 funds tracked by Wall St. Rank hold QMMY as of Q2 2026.

Grantvest Financial Group held 21,107 shares of FT Vest Nasdaq-100 Moderate Buffer ETF - May worth $559K as of Q2 2026.
Grantvest Financial Group bought 2,880 FT Vest Nasdaq-100 Moderate Buffer ETF - May shares in Q2 2026, an estimated $74.9K.
FT Vest Nasdaq-100 Moderate Buffer ETF - May made up 0.32% of Grantvest Financial Group's portfolio in Q2 2026, its #76 holding.
Grantvest Financial Group first reported a position in FT Vest Nasdaq-100 Moderate Buffer ETF - May in Q4 2024 and has held it in 7 quarters since.
Grantvest Financial Group's FT Vest Nasdaq-100 Moderate Buffer ETF - May position peaked at $590K in Q2 2025.
65 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - May as of Q2 2026.

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