LPL Financial
QMMY

LPL Financial’s FT Vest Nasdaq-100 Moderate Buffer ETF - May QMMY Stock Holding History

LPL Financial’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 		$561K Buy
22,596
+1,869
+9% +$46.9K ﹤0.01% 4658
2025
Q4 		$519K Buy
20,727
+2,351
+13% +$58.1K ﹤0.01% 4675
2025
Q3 		$450K Buy
+18,376
New +$441K ﹤0.01% 4713

Other funds holding QMMY

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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 $74.2B AUM 21.09% 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 $134M AUM 25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

LPL Financial's QMMY Position: Q1 2026 in Review

LPL Financial increased its FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) stake by 9% in Q1 2026, buying an estimated $46.9K and bringing the position to 22,596 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #4658.

LPL Financial first reported a position in QMMY in Q3 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold QMMY as of Q1 2026.

  • LPL Financial held 22,596 shares of FT Vest Nasdaq-100 Moderate Buffer ETF - May worth $561K as of Q1 2026.
  • LPL Financial bought 1,869 FT Vest Nasdaq-100 Moderate Buffer ETF - May shares in Q1 2026, an estimated $46.9K.
  • FT Vest Nasdaq-100 Moderate Buffer ETF - May made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4658 holding.
  • LPL Financial first reported a position in FT Vest Nasdaq-100 Moderate Buffer ETF - May in Q3 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - May as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.