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Oliver Lagore Vanvalin Investment Group’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2024
Q4 		$62.9K Hold
1,327
– – 0.02% 227
2024
Q3 		$61.7K Hold
1,327
– – 0.02% 227
2024
Q2 		$59.3K Hold
1,327
– – 0.02% 221
2024
Q1 		$57.4K Hold
1,327
– – 0.02% 235
2023
Q4 		$55K Hold
1,327
– – 0.02% 206
2023
Q3 		$50.8K Hold
1,327
– – 0.02% 239
2023
Q2 		$51.7K Buy
+1,327
New +$49.6K 0.02% 249

Other funds holding FMAY

FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's FMAY Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group held its FT Vest US Equity Buffer ETF May (FMAY) position steady in Q4 2024 at 1,327 shares worth $62.9K. The position accounts for 0.02% of the portfolio, ranked #227.

Oliver Lagore Vanvalin Investment Group first reported a position in FMAY in Q2 2023 and has held it in 7 quarters since. 122 funds tracked by Wall St. Rank hold FMAY as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group held 1,327 shares of FT Vest US Equity Buffer ETF May worth $62.9K as of Q4 2024.
  • Oliver Lagore Vanvalin Investment Group left its FT Vest US Equity Buffer ETF May share count unchanged in Q4 2024.
  • FT Vest US Equity Buffer ETF May made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #227 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in FT Vest US Equity Buffer ETF May in Q2 2023 and has held it in 7 quarters since.
  • 122 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.