OP
QMMY

ORG Partners’s FT Vest Nasdaq-100 Moderate Buffer ETF - May QMMY Stock Holding History

ORG Partners’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
2025
Q3 		– Sell
-3,000
Closed -$70.4K – 1684
2025
Q2 		$70.4K Sell
3,000
-5,000
-63% -$109K 0.02% 483
2025
Q1 		$167K Hold
8,000
– – 0.04% 301
2024
Q4 		$173K Buy
+8,000
New +$171K 0.02% 340

Other funds holding QMMY

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

ORG Partners's QMMY Position: Q3 2025 in Review

ORG Partners sold out of FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) in Q3 2025, closing a stake of 3,000 shares — an estimated $70.4K sold.

ORG Partners first reported a position in QMMY in Q4 2024 and held it in 3 quarters. The position peaked at $173K in Q4 2024. 42 funds tracked by Wall St. Rank hold QMMY as of Q3 2025.

  • ORG Partners reported no remaining FT Vest Nasdaq-100 Moderate Buffer ETF - May position as of Q3 2025 after selling out during the quarter.
  • ORG Partners sold 3,000 FT Vest Nasdaq-100 Moderate Buffer ETF - May shares in Q3 2025, an estimated $70.4K.
  • ORG Partners first reported a position in FT Vest Nasdaq-100 Moderate Buffer ETF - May in Q4 2024 and held it in 3 quarters.
  • ORG Partners's FT Vest Nasdaq-100 Moderate Buffer ETF - May position peaked at $173K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - May as of Q3 2025.

Based on ORG Partners's 13F filing for Q3 2025, filed 24 Oct 2025.