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U.S. Capital Wealth Advisors’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

U.S. Capital 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
2025
Q1 		– Sell
-4,498
Closed -$213K – 857
2024
Q4 		$213K Buy
+4,498
New +$213K 0.01% 761
2022
Q4 		– Sell
-94,706
Closed -$3.15M – 1612
2022
Q3 		$3.15M Buy
94,706
+461
+0.5% +$16.4K 0.16% 135
2022
Q2 		$3.24M Buy
+94,245
New +$3.38M 0.14% 148

Other funds holding FMAY

FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $470M AUM 30.6% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return