LWMI
QMMY

Legacy Wealth Management (Idaho)’s FT Vest Nasdaq-100 Moderate Buffer ETF - May QMMY Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio QMMY Stock Details QMMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$323K Sell
12,176
-167
-1% -$4.34K 0.13% 142
2026
Q1 		$307K Hold
12,343
– – 0.15% 90
2025
Q4 		$309K Sell
12,343
-74,072
-86% -$1.83M 0.15% 82
2025
Q3 		$2.12M Buy
+86,415
New +$2.07M 0.96% 20

Other funds holding QMMY

SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s QMMY Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) reduced its FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) stake by 1.4% in Q2 2026, selling an estimated $4.34K and leaving 12,176 shares worth $323K. The position accounts for 0.13% of the portfolio, ranked #142.

Legacy Wealth Management (Idaho) first reported a position in QMMY in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.12M in Q3 2025. 65 funds tracked by Wall St. Rank hold QMMY as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 12,176 shares of FT Vest Nasdaq-100 Moderate Buffer ETF - May worth $323K as of Q2 2026.
  • Legacy Wealth Management (Idaho) sold 167 FT Vest Nasdaq-100 Moderate Buffer ETF - May shares in Q2 2026, an estimated $4.34K.
  • FT Vest Nasdaq-100 Moderate Buffer ETF - May made up 0.13% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #142 holding.
  • Legacy Wealth Management (Idaho) first reported a position in FT Vest Nasdaq-100 Moderate Buffer ETF - May in Q3 2025 and has held it in 4 quarters since.
  • Legacy Wealth Management (Idaho)'s FT Vest Nasdaq-100 Moderate Buffer ETF - May position peaked at $2.12M in Q3 2025.
  • 65 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - May as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.