Sowell Financial Services
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Sowell Financial Services’s FT Vest Nasdaq-100 Moderate Buffer ETF - May QMMY Stock Holding History

Sowell Financial Services’s Portfolio QMMY Stock Details QMMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.56M Buy
57,937
+49,829
+615% +$1.31M 0.04% 378
2026
Q2 		$215K Buy
+8,108
New +$211K 0.01% 1043

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Mayfair Advisory Group
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Triumph Capital Management
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First Heartland Consultants
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Comprehensive Financial Consultants Institutional
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Seven Hills Financial, LLC
Seven Hills Financial, LLC Tallahassee, Florida $166M AUM
IFP Advisors
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Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Sowell Financial Services's QMMY Position: Q3 2026 in Review

Sowell Financial Services increased its FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) stake by 615% in Q3 2026, buying an estimated $1.31M and bringing the position to 57,937 shares worth $1.56M. The position accounts for 0.04% of the portfolio, ranked #378.

Sowell Financial Services first reported a position in QMMY in Q2 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold QMMY as of Q3 2026.

  • Sowell Financial Services held 57,937 shares of FT Vest Nasdaq-100 Moderate Buffer ETF - May worth $1.56M as of Q3 2026.
  • Sowell Financial Services bought 49,829 FT Vest Nasdaq-100 Moderate Buffer ETF - May shares in Q3 2026, an estimated $1.31M.
  • FT Vest Nasdaq-100 Moderate Buffer ETF - May made up 0.04% of Sowell Financial Services's portfolio in Q3 2026, its #378 holding.
  • Sowell Financial Services first reported a position in FT Vest Nasdaq-100 Moderate Buffer ETF - May in Q2 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - May as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.