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 Q3	$397K	Sell	8,278 -73	-0.9%	-$3.48K	0.25%	47
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

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Schwallier Wealth Management's DMAY Position: Q3 2026 in Review

Schwallier Wealth Management reduced its FT Vest US Equity Deep Buffer ETF May (DMAY) stake by 0.87% in Q3 2026, selling an estimated $3.48K and leaving 8,278 shares worth $397K. The position accounts for 0.25% of the portfolio, ranked #47.

Schwallier Wealth Management first reported a position in DMAY in Q2 2025 and has held it in 6 quarters since. 53 funds tracked by Wall St. Rank hold DMAY as of Q3 2026.

Schwallier Wealth Management held 8,278 shares of FT Vest US Equity Deep Buffer ETF May worth $397K as of Q3 2026.
Schwallier Wealth Management sold 73 FT Vest US Equity Deep Buffer ETF May shares in Q3 2026, an estimated $3.48K.
FT Vest US Equity Deep Buffer ETF May made up 0.25% of Schwallier Wealth Management's portfolio in Q3 2026, its #47 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 6 quarters since.
53 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF May as of Q3 2026.

Based on Schwallier Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.