Winnow Wealth’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Winnow Wealth’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 Q4	–	Sell	-277	Closed	-$14.7K	–	610
2025 Q3	$14.7K	Buy	+277	New	+$14.2K	0.01%	214

Other funds holding FMAY

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Winnow Wealth's FMAY Position: Q4 2025 in Review

Winnow Wealth sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q4 2025, closing a stake of 277 shares — an estimated $14.7K sold.

Winnow Wealth first reported a position in FMAY in Q3 2025 and held it in 1 quarter. The position peaked at $14.7K in Q3 2025. 124 funds tracked by Wall St. Rank hold FMAY as of Q4 2025.

Winnow Wealth reported no remaining FT Vest US Equity Buffer ETF May position as of Q4 2025 after selling out during the quarter.
Winnow Wealth sold 277 FT Vest US Equity Buffer ETF May shares in Q4 2025, an estimated $14.7K.
Winnow Wealth first reported a position in FT Vest US Equity Buffer ETF May in Q3 2025 and held it in 1 quarter.
Winnow Wealth's FT Vest US Equity Buffer ETF May position peaked at $14.7K in Q3 2025.
124 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q4 2025.

Based on Winnow Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.