VBFP
FMAY icon

Valtinson Bruner Financial Planning’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Valtinson Bruner Financial Planning’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
2024
Q3 		– Sell
-9,395
Closed -$419K – 139
2024
Q2 		$419K Hold
9,395
– – 0.17% 87
2024
Q1 		$406K Sell
9,395
-200
-2% -$8.47K 0.17% 86
2023
Q4 		$398K Hold
9,595
– – 0.2% 83
2023
Q3 		$367K Sell
9,595
-288
-3% -$11.3K 0.2% 85
2023
Q2 		$385K Sell
9,883
-14
-0.1% -$524 0.21% 83
2023
Q1 		$365K Buy
9,897
+701
+8% +$25.4K 0.21% 85
2022
Q4 		$329K Buy
9,196
+1,366
+17% +$48K 0.19% 89
2022
Q3 		$260K Buy
7,830
+288
+4% +$10.3K 0.16% 86
2022
Q2 		$259K Buy
+7,542
New +$271K 0.16% 83

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $470M AUM 30.6% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return