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Integrated Wealth Concepts’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Integrated Wealth Concepts’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 		$734K Sell
13,059
-2,350
-15% -$130K ﹤0.01% 1547
2026
Q1 		$814K Sell
15,409
-1,096
-7% -$58.7K 0.01% 1240
2025
Q4 		$882K Hold
16,505
– – 0.01% 825
2025
Q3 		$862K Buy
16,505
+845
+5% +$43.2K 0.01% 1063
2025
Q2 		$783K Sell
15,660
-1,695
-10% -$79.8K 0.01% 1048
2025
Q1 		$801K Hold
17,355
– – 0.01% 922
2024
Q4 		$823K Sell
17,355
-140
-0.8% -$6.62K 0.01% 906
2024
Q3 		$814K Sell
17,495
-8
-0% -$362 0.01% 885
2024
Q2 		$782K Sell
17,503
-640
-4% -$28K 0.01% 867
2024
Q1 		$784K Buy
18,143
+1
+0% +$42 0.01% 857
2023
Q4 		$752K Sell
18,142
-379
-2% -$15K 0.01% 833
2023
Q3 		$709K Hold
18,521
– – 0.01% 831
2023
Q2 		$722K Sell
18,521
-1
-0% -$37 0.01% 815
2023
Q1 		$682K Sell
18,522
-27,938
-60% -$1.01M 0.01% 752
2022
Q4 		$1.63M Buy
46,460
+27,548
+146% +$967K 0.04% 365
2022
Q3 		$628K Sell
18,912
-1,796
-9% -$64.1K 0.02% 531
2022
Q2 		$712K Buy
+20,708
New +$743K 0.02% 502

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

Integrated Wealth Concepts's FMAY Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its FT Vest US Equity Buffer ETF May (FMAY) stake by 15% in Q2 2026, selling an estimated $130K and leaving 13,059 shares worth $734K. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

Integrated Wealth Concepts first reported a position in FMAY in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.63M in Q4 2022. 157 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

  • Integrated Wealth Concepts held 13,059 shares of FT Vest US Equity Buffer ETF May worth $734K as of Q2 2026.
  • Integrated Wealth Concepts sold 2,350 FT Vest US Equity Buffer ETF May shares in Q2 2026, an estimated $130K.
  • FT Vest US Equity Buffer ETF May made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1547 holding.
  • Integrated Wealth Concepts first reported a position in FT Vest US Equity Buffer ETF May in Q2 2022 and has held it in 17 quarters since.
  • Integrated Wealth Concepts's FT Vest US Equity Buffer ETF May position peaked at $1.63M in Q4 2022.
  • 157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.