Schwallier Wealth Management’s FT Vest US Equity Deep Buffer ETF May DMAY Stock Holding History

Schwallier Wealth Management’s Portfolio DMAY Stock Details DMAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$393K	Sell	8,351 -7	-0.1%	-$326	0.25%	50
2026 Q1	$376K	Buy	8,358 +457	+6%	+$20.7K	0.27%	40
2025 Q4	$359K	Sell	7,901 -138	-2%	-$6.16K	0.23%	37
2025 Q3	$356K	Sell	8,039 -53	-0.7%	-$2.31K	0.22%	35
2025 Q2	$346K	Buy	+8,092	New	+$328K	0.21%	36

Other funds holding DMAY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

Schwallier Wealth Management's DMAY Position: Q2 2026 in Review

Schwallier Wealth Management reduced its FT Vest US Equity Deep Buffer ETF May (DMAY) stake by 0.08% in Q2 2026, selling an estimated $326 and leaving 8,351 shares worth $393K. The position accounts for 0.25% of the portfolio, ranked #50.

Schwallier Wealth Management first reported a position in DMAY in Q2 2025 and has held it in 5 quarters since. 104 funds tracked by Wall St. Rank hold DMAY as of Q2 2026.

Schwallier Wealth Management held 8,351 shares of FT Vest US Equity Deep Buffer ETF May worth $393K as of Q2 2026.
Schwallier Wealth Management sold 7 FT Vest US Equity Deep Buffer ETF May shares in Q2 2026, an estimated $326.
FT Vest US Equity Deep Buffer ETF May made up 0.25% of Schwallier Wealth Management's portfolio in Q2 2026, its #50 holding.
Schwallier Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF May in Q2 2025 and has held it in 5 quarters since.
104 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF May as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.