Stonebridge Financial Planning Group’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Stonebridge Financial Planning Group’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	$219K	Sell	3,890 -70	-2%	-$3.88K	0.07%	177
2026 Q1	$209K	Hold	3,960	–	–	0.08%	167
2025 Q4	$212K	Hold	3,960	–	–	0.08%	164
2025 Q3	$207K	Buy	+3,960	New	+$202K	0.08%	167
2025 Q1	–	Sell	-4,545	Closed	-$216K	–	163
2024 Q4	$216K	Sell	4,545 -200	-4%	-$9.45K	0.1%	155
2024 Q3	$221K	Hold	4,745	–	–	0.11%	147
2024 Q2	$212K	Hold	4,745	–	–	0.11%	150
2024 Q1	$205K	Sell	4,745 -200	-4%	-$8.47K	0.11%	151
2023 Q4	$205K	Buy	+4,945	New	+$195K	0.12%	146

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

Stonebridge Financial Planning Group's FMAY Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its FT Vest US Equity Buffer ETF May (FMAY) stake by 1.8% in Q2 2026, selling an estimated $3.88K and leaving 3,890 shares worth $219K. The position accounts for 0.07% of the portfolio, ranked #177.

Stonebridge Financial Planning Group first reported a position in FMAY in Q4 2023 and has held it in 9 quarters since. The position peaked at $221K in Q3 2024. 158 funds tracked by Wall St. Rank hold FMAY as of Q2 2026.

Stonebridge Financial Planning Group held 3,890 shares of FT Vest US Equity Buffer ETF May worth $219K as of Q2 2026.
Stonebridge Financial Planning Group sold 70 FT Vest US Equity Buffer ETF May shares in Q2 2026, an estimated $3.88K.
FT Vest US Equity Buffer ETF May made up 0.07% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #177 holding.
Stonebridge Financial Planning Group first reported a position in FT Vest US Equity Buffer ETF May in Q4 2023 and has held it in 9 quarters since.
Stonebridge Financial Planning Group's FT Vest US Equity Buffer ETF May position peaked at $221K in Q3 2024.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.