Kestra Private Wealth Services’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Kestra Private Wealth Services’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	$347K	Sell	6,175 -1,062	-15%	-$58.8K	﹤0.01%	1436
2026 Q1	$382K	Sell	7,237 -1,000	-12%	-$53.5K	﹤0.01%	1341
2025 Q4	$440K	Hold	8,237	–	–	0.01%	1233
2025 Q3	$430K	Hold	8,237	–	–	0.01%	1175
2025 Q2	$412K	Buy	8,237 +2,500	+44%	+$118K	0.01%	1122
2025 Q1	$265K	Hold	5,737	–	–	﹤0.01%	1259
2024 Q4	$272K	Hold	5,737	–	–	﹤0.01%	1173
2024 Q3	$267K	Sell	5,737 -535	-9%	-$24.2K	﹤0.01%	1133
2024 Q2	$280K	Buy	6,272 +1,430	+30%	+$62.5K	0.01%	1078
2024 Q1	$209K	Sell	4,842 -1,425	-23%	-$60.4K	﹤0.01%	1172
2023 Q4	$260K	Hold	6,267	–	–	0.01%	1007
2023 Q3	$240K	Hold	6,267	–	–	0.01%	963
2023 Q2	$244K	Buy	+6,267	New	+$234K	0.01%	893
2023 Q1	–	Sell	-19,237	Closed	-$677K	–	1073
2022 Q4	$677K	Hold	19,237	–	–	0.03%	445
2022 Q3	$639K	Sell	19,237 -275	-1%	-$9.81K	0.04%	431
2022 Q2	$671K	Buy	+19,512	New	+$700K	0.04%	420

Other funds holding FMAY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kestra Private Wealth Services's FMAY Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its FT Vest US Equity Buffer ETF May (FMAY) stake by 15% in Q2 2026, selling an estimated $58.8K and leaving 6,175 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Kestra Private Wealth Services first reported a position in FMAY in Q2 2022 and has held it in 16 quarters since. The position peaked at $677K in Q4 2022. 158 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

Kestra Private Wealth Services held 6,175 shares of FT Vest US Equity Buffer ETF May worth $347K as of Q2 2026.
Kestra Private Wealth Services sold 1,062 FT Vest US Equity Buffer ETF May shares in Q2 2026, an estimated $58.8K.
FT Vest US Equity Buffer ETF May made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1436 holding.
Kestra Private Wealth Services first reported a position in FT Vest US Equity Buffer ETF May in Q2 2022 and has held it in 16 quarters since.
Kestra Private Wealth Services's FT Vest US Equity Buffer ETF May position peaked at $677K in Q4 2022.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.