USCWA
QMMY

U.S. Capital Wealth Advisors’s FT Vest Nasdaq-100 Moderate Buffer ETF - May QMMY Stock Holding History

U.S. Capital Wealth Advisors’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
2025
Q1 		– Sell
-14,593
Closed -$316K – 902
2024
Q4 		$316K Buy
+14,593
New +$312K 0.01% 673

Other funds holding QMMY

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

U.S. Capital Wealth Advisors's QMMY Position: Q1 2025 in Review

U.S. Capital Wealth Advisors sold out of FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) in Q1 2025, closing a stake of 14,593 shares — an estimated $316K sold.

U.S. Capital Wealth Advisors first reported a position in QMMY in Q4 2024 and held it in 1 quarter. The position peaked at $316K in Q4 2024. 31 funds tracked by Wall St. Rank hold QMMY as of Q1 2025.

  • U.S. Capital Wealth Advisors reported no remaining FT Vest Nasdaq-100 Moderate Buffer ETF - May position as of Q1 2025 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 14,593 FT Vest Nasdaq-100 Moderate Buffer ETF - May shares in Q1 2025, an estimated $316K.
  • U.S. Capital Wealth Advisors first reported a position in FT Vest Nasdaq-100 Moderate Buffer ETF - May in Q4 2024 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's FT Vest Nasdaq-100 Moderate Buffer ETF - May position peaked at $316K in Q4 2024.
  • 31 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - May as of Q1 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.