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

SOA 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	$672K	Sell	11,965 -1,016	-8%	-$56.3K	0.11%	105
2026 Q1	$685K	Sell	12,981 -25,960	-67%	-$1.39M	0.13%	94
2025 Q4	$2.08M	Sell	38,941 -459	-1%	-$24.2K	0.35%	52
2025 Q3	$2.06M	Hold	39,400	–	–	0.35%	55
2025 Q2	$1.97M	Buy	39,400 +9,693	+33%	+$457K	0.37%	53
2025 Q1	$1.37M	Hold	29,707	–	–	0.29%	60
2024 Q4	$1.41M	Hold	29,707	–	–	0.26%	62
2024 Q3	$1.38M	Sell	29,707 -301	-1%	-$13.6K	0.26%	64
2024 Q2	$1.34M	Buy	30,008 +17,450	+139%	+$762K	0.27%	59
2024 Q1	$543K	Hold	12,558	–	–	0.11%	99
2023 Q4	$520K	Sell	12,558 -1,911	-13%	-$75.4K	0.12%	93
2023 Q3	$554K	Sell	14,469 -879	-6%	-$34.4K	0.14%	83
2023 Q2	$598K	Buy	15,348 +14,521	+1,756%	+$543K	0.14%	81
2023 Q1	$30.5K	Hold	827	–	–	0.01%	351
2022 Q4	$29.1K	Hold	827	–	–	0.01%	348
2022 Q3	$27K	Hold	827	–	–	0.01%	338
2022 Q2	$28K	Buy	+827	New	+$29.7K	0.01%	335

Other funds holding FMAY

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

SOA Wealth Advisors's FMAY Position: Q2 2026 in Review

SOA Wealth Advisors reduced its FT Vest US Equity Buffer ETF May (FMAY) stake by 7.8% in Q2 2026, selling an estimated $56.3K and leaving 11,965 shares worth $672K. The position accounts for 0.11% of the portfolio, ranked #105.

SOA Wealth Advisors first reported a position in FMAY in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.08M in Q4 2025. 157 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

SOA Wealth Advisors held 11,965 shares of FT Vest US Equity Buffer ETF May worth $672K as of Q2 2026.
SOA Wealth Advisors sold 1,016 FT Vest US Equity Buffer ETF May shares in Q2 2026, an estimated $56.3K.
FT Vest US Equity Buffer ETF May made up 0.11% of SOA Wealth Advisors's portfolio in Q2 2026, its #105 holding.
SOA Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF May in Q2 2022 and has held it in 17 quarters since.
SOA Wealth Advisors's FT Vest US Equity Buffer ETF May position peaked at $2.08M in Q4 2025.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.