Steward Partners Investment Advisory’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Steward Partners Investment Advisory’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	$605K	Buy	10,764 +1,554	+17%	+$86.1K	﹤0.01%	1595
2026 Q1	$486K	Sell	9,210 -500	-5%	-$26.8K	﹤0.01%	1548
2025 Q4	$519K	Hold	9,710	–	–	﹤0.01%	1400
2025 Q3	$507K	Sell	9,710 -575	-6%	-$29.4K	﹤0.01%	1371
2025 Q2	$515K	Hold	10,285	–	–	﹤0.01%	1287
2025 Q1	$475K	Sell	10,285 -4,767	-32%	-$227K	﹤0.01%	1246
2024 Q4	$714K	Sell	15,052 -60	-0.4%	-$2.83K	0.01%	1005
2024 Q3	$703K	Buy	15,112 +144	+1%	+$6.51K	0.01%	984
2024 Q2	$668K	Buy	14,968 +3,350	+29%	+$146K	0.01%	943
2024 Q1	$502K	Sell	11,618 -60	-0.5%	-$2.54K	0.01%	1059
2023 Q4	$484K	Sell	11,678 -425	-4%	-$16.8K	0.01%	1015
2023 Q3	$464K	Hold	12,103	–	–	0.01%	944
2023 Q2	$472K	Buy	12,103 +150	+1%	+$5.61K	0.01%	956
2023 Q1	$440K	Sell	11,953 -150	-1%	-$5.43K	0.01%	974
2022 Q4	$426K	Hold	12,103	–	–	0.01%	963
2022 Q3	$402K	Hold	12,103	–	–	0.01%	928
2022 Q2	$416K	Buy	+12,103	New	+$435K	0.01%	915

Other funds holding FMAY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 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

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

Steward Partners Investment Advisory's FMAY Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its FT Vest US Equity Buffer ETF May (FMAY) stake by 17% in Q2 2026, buying an estimated $86.1K and bringing the position to 10,764 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Steward Partners Investment Advisory first reported a position in FMAY in Q2 2022 and has held it in 17 quarters since. The position peaked at $714K in Q4 2024. 158 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

Steward Partners Investment Advisory held 10,764 shares of FT Vest US Equity Buffer ETF May worth $605K as of Q2 2026.
Steward Partners Investment Advisory bought 1,554 FT Vest US Equity Buffer ETF May shares in Q2 2026, an estimated $86.1K.
FT Vest US Equity Buffer ETF May made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1595 holding.
Steward Partners Investment Advisory first reported a position in FT Vest US Equity Buffer ETF May in Q2 2022 and has held it in 17 quarters since.
Steward Partners Investment Advisory's FT Vest US Equity Buffer ETF May position peaked at $714K in Q4 2024.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.