Harvest Investment Services’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Harvest Investment Services’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	$770K	Buy	13,708 +929	+7%	+$51.5K	0.12%	186
2026 Q1	$675K	Sell	12,779 -2,385	-16%	-$128K	0.12%	166
2025 Q4	$811K	Sell	15,164 -414	-3%	-$21.8K	0.15%	138
2025 Q3	$814K	Sell	15,578 -5,270	-25%	-$269K	0.16%	145
2025 Q2	$1.04M	Buy	20,848 +7,599	+57%	+$358K	0.23%	109
2025 Q1	$612K	Sell	13,249 -1,715	-11%	-$81.7K	0.17%	135
2024 Q4	$710K	Hold	14,964	–	–	0.17%	142
2024 Q3	$696K	Buy	14,964 +574	+4%	+$26K	0.22%	115
2024 Q2	$643K	Buy	14,390 +8,985	+166%	+$392K	0.25%	95
2024 Q1	$234K	Buy	+5,405	New	+$229K	0.09%	152
2023 Q4	–	Sell	-20,089	Closed	-$769K	–	190
2023 Q3	$769K	Buy	20,089 +258	+1%	+$10.1K	0.5%	58
2023 Q2	$773K	Buy	+19,831	New	+$742K	0.44%	70

Other funds holding FMAY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Harvest Investment Services's FMAY Position: Q2 2026 in Review

Harvest Investment Services increased its FT Vest US Equity Buffer ETF May (FMAY) stake by 7.3% in Q2 2026, buying an estimated $51.5K and bringing the position to 13,708 shares worth $770K. The position accounts for 0.12% of the portfolio, ranked #186.

Harvest Investment Services first reported a position in FMAY in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.04M in Q2 2025. 158 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

Harvest Investment Services held 13,708 shares of FT Vest US Equity Buffer ETF May worth $770K as of Q2 2026.
Harvest Investment Services bought 929 FT Vest US Equity Buffer ETF May shares in Q2 2026, an estimated $51.5K.
FT Vest US Equity Buffer ETF May made up 0.12% of Harvest Investment Services's portfolio in Q2 2026, its #186 holding.
Harvest Investment Services first reported a position in FT Vest US Equity Buffer ETF May in Q2 2023 and has held it in 12 quarters since.
Harvest Investment Services's FT Vest US Equity Buffer ETF May position peaked at $1.04M in Q2 2025.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.