Kingswood Wealth Advisors’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Kingswood Wealth Advisors’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	$739K	Buy	13,155 +1,997	+18%	+$111K	0.03%	497
2026 Q1	$589K	Sell	11,158 -579	-5%	-$31K	0.03%	509
2025 Q4	$627K	Sell	11,737 -735	-6%	-$38.7K	0.03%	467
2025 Q3	$652K	Sell	12,472 -4,375	-26%	-$224K	0.04%	412
2025 Q2	$843K	Buy	16,847 +638	+4%	+$30.1K	0.07%	296
2025 Q1	$749K	Sell	16,209 -6,615	-29%	-$315K	0.07%	310
2024 Q4	$1.08M	Buy	22,824 +8,320	+57%	+$393K	0.08%	253
2024 Q3	$674K	Buy	+14,504	New	+$656K	0.05%	381
2023 Q3	–	Sell	-11,900	Closed	-$464K	–	450
2023 Q2	$464K	Buy	+11,900	New	+$445K	0.15%	145

Other funds holding FMAY

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 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

Kingswood Wealth Advisors's FMAY Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its FT Vest US Equity Buffer ETF May (FMAY) stake by 18% in Q2 2026, buying an estimated $111K and bringing the position to 13,155 shares worth $739K. The position accounts for 0.03% of the portfolio, ranked #497.

Kingswood Wealth Advisors first reported a position in FMAY in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.08M in Q4 2024. 157 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

Kingswood Wealth Advisors held 13,155 shares of FT Vest US Equity Buffer ETF May worth $739K as of Q2 2026.
Kingswood Wealth Advisors bought 1,997 FT Vest US Equity Buffer ETF May shares in Q2 2026, an estimated $111K.
FT Vest US Equity Buffer ETF May made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #497 holding.
Kingswood Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF May in Q2 2023 and has held it in 9 quarters since.
Kingswood Wealth Advisors's FT Vest US Equity Buffer ETF May position peaked at $1.08M in Q4 2024.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.