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
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

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFW
Avantra Family Wealth Mechanicsburg, Pennsylvania $157M AUM 35.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s QMMY Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) position steady in Q1 2026 at 12,343 shares worth $307K. The position accounts for 0.15% of the portfolio, ranked #90.

Legacy Wealth Management (Idaho) first reported a position in QMMY in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.12M in Q3 2025. 40 funds tracked by Wall St. Rank hold QMMY as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 12,343 shares of FT Vest Nasdaq-100 Moderate Buffer ETF - May worth $307K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its FT Vest Nasdaq-100 Moderate Buffer ETF - May share count unchanged in Q1 2026.
  • FT Vest Nasdaq-100 Moderate Buffer ETF - May made up 0.15% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #90 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 3 quarters since.
  • Legacy Wealth Management (Idaho)'s FT Vest Nasdaq-100 Moderate Buffer ETF - May position peaked at $2.12M in Q3 2025.
  • 40 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - May as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.