HP
DMAY icon

Holistic Planning’s FT Vest US Equity Deep Buffer ETF May DMAY Stock Holding History

Holistic Planning’s Portfolio DMAY Stock Details DMAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$531K Buy
+11,260
New +$525K 0.08% 199
2024
Q4 		– Sell
-5,840
Closed -$233K – 173
2024
Q3 		$233K Buy
+5,840
New +$227K 0.1% 137

Other funds holding DMAY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

Holistic Planning's DMAY Position: Q2 2026 in Review

Holistic Planning opened a new position in FT Vest US Equity Deep Buffer ETF May (DMAY) in Q2 2026: 11,260 shares worth $531K. The stake represents 0.08% of the portfolio and ranks #199 among its holdings. This is a return to the name: Holistic Planning previously reported a position in DMAY as recently as Q3 2024.

Holistic Planning first reported a position in DMAY in Q3 2024 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold DMAY as of Q2 2026.

  • Holistic Planning held 11,260 shares of FT Vest US Equity Deep Buffer ETF May worth $531K as of Q2 2026.
  • FT Vest US Equity Deep Buffer ETF May was a new Holistic Planning position in Q2 2026.
  • FT Vest US Equity Deep Buffer ETF May made up 0.08% of Holistic Planning's portfolio in Q2 2026, its #199 holding.
  • Holistic Planning first reported a position in FT Vest US Equity Deep Buffer ETF May in Q3 2024 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF May as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.