McKinley Carter Wealth Services’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

McKinley Carter Wealth Services’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	$1.34M	Hold	23,921	–	–	0.07%	156
2026 Q1	$1.26M	Hold	23,921	–	–	0.07%	154
2025 Q4	$1.28M	Hold	23,921	–	–	0.07%	155
2025 Q3	$1.25M	Hold	23,921	–	–	0.07%	157
2025 Q2	$1.2M	Hold	23,921	–	–	0.07%	154
2025 Q1	$1.1M	Hold	23,921	–	–	0.07%	153
2024 Q4	$1.13M	Hold	23,921	–	–	0.07%	146
2024 Q3	$1.11M	Hold	23,921	–	–	0.07%	151
2024 Q2	$1.07M	Sell	23,921 -579	-2%	-$25.3K	0.07%	154
2024 Q1	$1.06M	Hold	24,500	–	–	0.07%	151
2023 Q4	$1.02M	Hold	24,500	–	–	0.07%	147
2023 Q3	$938K	Sell	24,500 -871	-3%	-$34.1K	0.07%	150
2023 Q2	$989K	Buy	25,371 +426	+2%	+$15.9K	0.07%	150
2023 Q1	$919K	Hold	24,945	–	–	0.07%	151
2022 Q4	$877K	Hold	24,945	–	–	0.07%	148
2022 Q3	$829K	Hold	24,945	–	–	0.08%	144
2022 Q2	$857K	Buy	+24,945	New	+$896K	0.08%	146

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

McKinley Carter Wealth Services's FMAY Position: Q2 2026 in Review

McKinley Carter Wealth Services held its FT Vest US Equity Buffer ETF May (FMAY) position steady in Q2 2026 at 23,921 shares worth $1.34M. The position accounts for 0.07% of the portfolio, ranked #156.

McKinley Carter Wealth Services first reported a position in FMAY in Q2 2022 and has held it in 17 quarters since. 157 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

McKinley Carter Wealth Services held 23,921 shares of FT Vest US Equity Buffer ETF May worth $1.34M as of Q2 2026.
McKinley Carter Wealth Services left its FT Vest US Equity Buffer ETF May share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF May made up 0.07% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #156 holding.
McKinley Carter Wealth Services first reported a position in FT Vest US Equity Buffer ETF May in Q2 2022 and has held it in 17 quarters since.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.