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 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 $374B AUM 17.66% 1-Year Est. Return

KAS

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

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TLA

Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Schwallier Wealth Management's DMAY Position: Q1 2026 in Review

Schwallier Wealth Management increased its FT Vest US Equity Deep Buffer ETF May (DMAY) stake by 5.8% in Q1 2026, buying an estimated $20.7K and bringing the position to 8,358 shares worth $376K. The position accounts for 0.27% of the portfolio, ranked #40.

Schwallier Wealth Management first reported a position in DMAY in Q2 2025 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold DMAY as of Q1 2026.

Schwallier Wealth Management held 8,358 shares of FT Vest US Equity Deep Buffer ETF May worth $376K as of Q1 2026.
Schwallier Wealth Management bought 457 FT Vest US Equity Deep Buffer ETF May shares in Q1 2026, an estimated $20.7K.
FT Vest US Equity Deep Buffer ETF May made up 0.27% of Schwallier Wealth Management's portfolio in Q1 2026, its #40 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 4 quarters since.
80 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF May as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.