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PCA Investment Advisory Services’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

PCA Investment Advisory 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
2023
Q3 		– Sell
-3,420
Closed -$133K – 218
2023
Q2 		$133K Buy
+3,420
New +$128K 0.08% 166

Other funds holding FMAY

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3LCM
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AWM
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FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $310M AUM 21.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

PCA Investment Advisory Services's FMAY Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q3 2023, closing a stake of 3,420 shares — an estimated $133K sold.

PCA Investment Advisory Services first reported a position in FMAY in Q2 2023 and held it in 1 quarter. The position peaked at $133K in Q2 2023. 92 funds tracked by Wall St. Rank hold FMAY as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining FT Vest US Equity Buffer ETF May position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 3,420 FT Vest US Equity Buffer ETF May shares in Q3 2023, an estimated $133K.
  • PCA Investment Advisory Services first reported a position in FT Vest US Equity Buffer ETF May in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's FT Vest US Equity Buffer ETF May position peaked at $133K in Q2 2023.
  • 92 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.