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

Holistic Planning’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 		$285K Buy
+5,070
New +$281K 0.04% 284
2025
Q3 		– Sell
-4,490
Closed -$225K – 235
2025
Q2 		$225K Buy
+4,490
New +$212K 0.06% 202

Other funds holding FMAY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Rockefeller Capital Management
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Holistic Planning's FMAY Position: Q2 2026 in Review

Holistic Planning opened a new position in FT Vest US Equity Buffer ETF May (FMAY) in Q2 2026: 5,070 shares worth $285K. The stake represents 0.04% of the portfolio and ranks #284 among its holdings. This is a return to the name: Holistic Planning previously reported a position in FMAY as recently as Q2 2025.

Holistic Planning first reported a position in FMAY in Q2 2025 and has held it in 2 quarters since. 157 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

  • Holistic Planning held 5,070 shares of FT Vest US Equity Buffer ETF May worth $285K as of Q2 2026.
  • FT Vest US Equity Buffer ETF May was a new Holistic Planning position in Q2 2026.
  • FT Vest US Equity Buffer ETF May made up 0.04% of Holistic Planning's portfolio in Q2 2026, its #284 holding.
  • Holistic Planning first reported a position in FT Vest US Equity Buffer ETF May in Q2 2025 and has held it in 2 quarters since.
  • 157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

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