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Heritage Oak Wealth Advisors’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Heritage Oak Wealth Advisors’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
2024
Q4 		– Sell
-11,273
Closed -$524K – 104
2024
Q3 		$524K Buy
+11,273
New +$510K 0.24% 64

Other funds holding FMAY

FWA
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

Heritage Oak Wealth Advisors's FMAY Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q4 2024, closing a stake of 11,273 shares — an estimated $524K sold.

Heritage Oak Wealth Advisors first reported a position in FMAY in Q3 2024 and held it in 1 quarter. The position peaked at $524K in Q3 2024. 122 funds tracked by Wall St. Rank hold FMAY as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF May position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 11,273 FT Vest US Equity Buffer ETF May shares in Q4 2024, an estimated $524K.
  • Heritage Oak Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF May in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's FT Vest US Equity Buffer ETF May position peaked at $524K in Q3 2024.
  • 122 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.