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Kingsview Wealth Management’s FT Vest US Equity Deep Buffer ETF May DMAY Stock Holding History

Kingsview Wealth Management’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
-91,414
Closed -$3.65M – 1128
2024
Q3 		$3.65M Buy
+91,414
New +$3.56M 0.08% 244
2021
Q4 		– Sell
-14,967
Closed -$505K – 975
2021
Q3 		$505K Buy
14,967
+686
+5% +$23.3K 0.02% 543
2021
Q2 		$482K Buy
+14,281
New +$476K 0.02% 563

Other funds holding DMAY

OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $310M AUM 21.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $1.05B AUM 22.61% 1-Year Est. Return

Kingsview Wealth Management's DMAY Position: Q4 2024 in Review

Kingsview Wealth Management sold out of FT Vest US Equity Deep Buffer ETF May (DMAY) in Q4 2024, closing a stake of 91,414 shares — an estimated $3.65M sold.

Kingsview Wealth Management first reported a position in DMAY in Q2 2021 and held it in 3 quarters. The position peaked at $3.65M in Q3 2024. 74 funds tracked by Wall St. Rank hold DMAY as of Q4 2024.

  • Kingsview Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF May position as of Q4 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 91,414 FT Vest US Equity Deep Buffer ETF May shares in Q4 2024, an estimated $3.65M.
  • Kingsview Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF May in Q2 2021 and held it in 3 quarters.
  • Kingsview Wealth Management's FT Vest US Equity Deep Buffer ETF May position peaked at $3.65M 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 Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.