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Pacific Excel Wealth Advisors’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Pacific Excel Wealth Advisors’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 		– Sell
-4,793
Closed -$253K – 259
2026
Q1 		$253K Buy
+4,793
New +$257K 0.27% 107

Other funds holding FMAY

Envestnet Asset Management
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Rockefeller Capital Management
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pacific Excel Wealth Advisors's FMAY Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q2 2026, closing a stake of 4,793 shares — an estimated $253K sold.

Pacific Excel Wealth Advisors first reported a position in FMAY in Q1 2026 and held it in 1 quarter. The position peaked at $253K in Q1 2026. 157 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF May position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 4,793 FT Vest US Equity Buffer ETF May shares in Q2 2026, an estimated $253K.
  • Pacific Excel Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF May in Q1 2026 and held it in 1 quarter.
  • Pacific Excel Wealth Advisors's FT Vest US Equity Buffer ETF May position peaked at $253K in Q1 2026.
  • 157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.