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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
2024
Q4 		– Sell
-5,840
Closed -$233K – 173
2024
Q3 		$233K Buy
+5,840
New +$227K 0.1% 137

Other funds holding DMAY

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

Holistic Planning's DMAY Position: Q4 2024 in Review

Holistic Planning sold out of FT Vest US Equity Deep Buffer ETF May (DMAY) in Q4 2024, closing a stake of 5,840 shares — an estimated $233K sold.

Holistic Planning first reported a position in DMAY in Q3 2024 and held it in 1 quarter. The position peaked at $233K in Q3 2024. 74 funds tracked by Wall St. Rank hold DMAY as of Q4 2024.

  • Holistic Planning reported no remaining FT Vest US Equity Deep Buffer ETF May position as of Q4 2024 after selling out during the quarter.
  • Holistic Planning sold 5,840 FT Vest US Equity Deep Buffer ETF May shares in Q4 2024, an estimated $233K.
  • Holistic Planning first reported a position in FT Vest US Equity Deep Buffer ETF May in Q3 2024 and held it in 1 quarter.
  • Holistic Planning's FT Vest US Equity Deep Buffer ETF May position peaked at $233K in Q3 2024.
  • 74 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF May as of Q4 2024.

Based on Holistic Planning's 13F filing for Q4 2024, filed 24 Jan 2025.